Job Opportunity: IFA Adviser Support (Development Role)
Company: Small IFA firm
Location: Exeter - office based as it’s a training role
Contract: Full-time, Permanent
Salary: depends on experience
Overview:

Reed Financial Services are excited to be working in partnership with a Small IFA firm in Exeter who have a unique development opportunity for an ambitious individual aiming to progress into a client-facing role. This position starts with foundational office administration responsibilities and evolves through a structured training programme designed to develop the right candidate over a period of 3 to 5 years. The programme includes comprehensive support towards achieving a regulated Diploma qualification, fully funded by the company, along with significant training and professional development opportunities.
Job Description:

As an Adviser Support team member, you will begin with general office administration duties, gradually taking on more complex responsibilities as you progress in your role and training. Initial responsibilities include:
*Updating adviser diaries and managing schedules.
*Handling incoming and outgoing post.
*Receiving and directing phone calls.
*Welcoming clients and preparing for meetings.
*Performing general office administration tasks.
*Managing client casework, including post-review administration.
*Updating company documents and back-office systems.
*Liaising with third parties to obtain and update information.
*Maintaining and updating spreadsheets.
*Gathering and analysing data.
*Inputting data and managing databases.
*Administering client reports, including report writing.
Candidate Profile:
*Strong organisational and administrative skills.
*Excellent communication and interpersonal abilities.
*Proficiency in Microsoft Office and other data management software.
*A keen interest in developing a career in financial services.
*Commitment to professional growth and obtaining necessary qualifications.
Benefits:
*Structured training programme leading to a client-facing role.
*Company-funded education towards a regulated Diploma qualification.
*Opportunities for significant professional development.
*Other benefits, e.g., healthcare, pension, etc.
Application Process:

If you are driven, detail-oriented, and eager to build a career in financial services, my client offers the perfect opportunity to grow professionally in a supportive environment. Please submit your CV and a cover letter detailing your interest and qualifications for this role.
Join and embark on a rewarding journey that aligns your professional aspirations with our business objectives, fostering mutual growth and success.