Job Description:

Job information Adviser Support (office based role) from the Company Clifton Wealth Partnership, this latest Adviser Support (office based role) job vacancy is located in the city Aberdeen AB located in the country United Kingdom . This latest job opening is open to job seekers who have the latest education / graduate GCSE . Job Vacancies in this Adviser field have been opened and published up to the specified time.

Job Responsibility:

Adviser Support - Office based - Aberdeen

Salary range depending on experience: £25,000.00 - £30,000.00 per year

We are on the lookout for a passionate and driven individual to join our expanding team and make a real impact! As part of our Adviser Support & Paraplanning team, you'll be at the forefront of delivering excellent customer service to our large client bank across the country, ensuring work is processed accurately and on time.

In this role, you'll be responsible for carrying out tasks in a pooled resource environment working with a diverse and growing client pipeline, balancing both existing relationships and new opportunities. With a mix of proactive and reactive responsibilities, we need someone with a strong administration focus who always puts the client first.

We are looking for an experienced professional who's not afraid to challenge the status quo to enhance our processes and guarantee an excellent client experience every time.

What We Offer:

· A central office setting within Aberdeen.

· Opportunities for professional growth and development, with funded Exams and continuous in-house training

· A collaborative team that values innovation and client satisfaction.

· Company Group Pension Scheme

· Group Income Protection

· Flexible working

· Corporate cash plan including PERKS

· Giving back days & so much more.

Desired Skills and Expertise:

· Exceptional multi-tasking and prioritisation skills.

· Experience in supporting Wealth Advisers across various product areas.

· A solid understanding of compliance requirements in the advisory process.

· Ability to navigate and adhere to defined business processes and use our in-house CRM system.

· Proven track record of achieving targets independently.

· Outstanding interpersonal skills, both written and verbal.

· Strong organisational skills with an eye for detail and accuracy.

· Excellent articulation and communication skills.

· Ability to work effectively both independently and as part of a team.

If you're ready to take on a new challenge and thrive in a fast-paced environment, apply now and join us in driving forward exceptional solutions for all our clients!

Job Types: Full-time, Permanent

Benefits:

• Company pension
• Cycle to work scheme

Schedule:

• Monday to Friday
• No weekends

Application question(s):

• Do you have experience in supporting Wealth Advisers across various product areas?

Work Location: In person

Application deadline: 03/07/2024Reference ID: Adviser Support (office based)

Keywords : Aberdeen jobs

Closed Date : 2024-11-24