Adviser Support

Adviser Support

City of London (2 days a week, post 3-month probationary period)
Salary: Flexible, Excellent Benefits + Exam Support

We’re working with a highly respected Chartered and independent financial planning firm, proudly certified as a B Corp. This is a business built on integrity & professionalism, combining expert financial advice with a genuine commitment to social and environmental responsibility.

Due to continued growth, they are looking for a driven and detail-oriented Adviser Support professional to join their collaborative team. Supporting one very established Financial Adviser who looks after a large portfolio of clients (£750m), this is a great opportunity for someone with strong financial services administration experience who is looking to grow their career.

Why Join This Business

Chartered status reflects their commitment to the highest standards of professionalism, whilst remaining independent and whole-of-market
Certified B Corp, demonstrating genuine social and environmental accountability
Full exam support after successful probation
Supportive career pathway to Paraplanner

Benefits include:

Private Medical Insurance
Discretionary annual bonus
Hybrid working after probation (2 days per week in the office)
Up to 30 days of annual leave
Flexible working hours
Company events

About You

Minimum 1 year of experience in financial planning or wealth management administration
Strong understanding of FCA compliance and regulatory requirements
Excellent communication and organisational skills

Apply now for a confidential discussion about the Adviser Support vacancy.