Adviser Support Executive

Job Description

REQUIREMENTS

• Minimum 2 years of experience in financial services, ideally in adviser support or financial planning
• Strong organizational skills and high attention to detail
• Clear and polished written and verbal communication skills
• Professionalism when interacting with clients and senior stakeholders
• Proficiency with technology and a willingness to learn new systems

RESPONSIBILITIES

• Process applications for pensions, savings, and insurance cases
• Manage and chase the new business pipeline to ensure efficient completion
• Liaise with providers, trustees, and pension schemes
• Handle policy servicing including valuations, withdrawals, and transfers
• Communicate with clients and advisers via email, phone, and written correspondence
• Update internal systems including Plume and Salesforce to maintain compliant records
• Manage incoming provider correspondence and maintain organized workflows

Are you interested in this position?

Apply by clicking on the “Apply Now” button below!

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