Careers

Remote Financial Adviser Support

Are you looking for a fully remote employed role, providing administration support to advice firms?

Our firm is gradually growing and we occasionally have vacancies arise, meaning we’re always keen to speak to great candidates.  All of our roles are home-based, so we’ll never ask you work from our office.  We offer a competitive salary with enhanced pension contributions, group life scheme, exam support and much more.  We provide full training, and can consider applicants anywhere in the UK.  We’ll also provide guidance and support helping you to prepare to work from home. 

All you need is a laptop, printer and space in which to work.  We’ll provide everything else, including your IT licences and stationery.

We never expect our administrators to undertake overtime.  However, for administrators that do wish to do overtime, it’s always fully paid.  (Based on total hours worked each month).  

Experience and Skills
You’ll need at least 5 years’ of experience within a financial planning environment, and you must have an excellent understanding of the industry, regulation, data protection and products.

We look for excellent written and verbal communication skills, and the ability to learn new systems quickly.  We look for administrators who are striving to provide an exceptional service, not an average service.  Organisational skills are also important. 

• Do you have relevant industry experience?
• Do you understand data protection?
• Are you self-motivated & proactive?
• Can you prioritise & work unsupervised?
• Can you manage your time effectively?
• Do you have excellent communication skills?
• Can you write professional letters?
• Do you have PA support skills?
• Are you confident speaking with clients?
• Are you confident with IT?
• Do you have excellent organisational skills?

Get in Touch
If you can answer ‘Yes’ to all the questions above, and would like more information about working with us and providing remote administration support to advice firms, we’d love to hear from you.  Please get in touch for details.