2 jobs found in Devizes

Adviser Support Annual Salary: Up to £32,000 - depends on experience/qualifications Location: Fully Remote (with occasional office visits for training) Job Type: Permanent Working Hours: Full-time, Monday - Friday Join our Adviser Support & Paraplanning team and play a crucial role in delivering outstanding customer service to a large client bank nationwide. This fully remote role is ideal for someone with strong IGA support experience and a technical interest, looking to contribute to our mission of providing exceptional client experiences through meticulous and timely work. Day-to-day of the role: Advisor Support: Provide day-to-day assistance to advisors, including preparing documentation and handling administrative requests. Client Communication: Answer incoming calls from clients, respond to queries promptly, and correspond via email or letter as required. Workflow Management: Monitor and manage workflows to ensure timely completion of tasks. Report...

IFA Support Administrator - Devizes (Hybrid Working) Location: Devizes (with hybrid working available after settling-in period) Salary: Up to £31,000 depending on experience Employment Type: Full-time, Permanent About the Role We are looking for a highly organised, detail-focused IFA Support Administrator to join our team in Devizes. This role is perfect for someone who thrives in a structured environment, enjoys supporting both clients and internal teams, and is committed to delivering exceptional service within a financial planning or wealth management setting. Working closely with our advisers, operations team and investment specialists, you will play a key role in ensuring the smooth running of the business. Once fully trained, the role offers hybrid working flexibility. Key Responsibilities Client Administration Submit new business applications and manage accurate client records Maintain and upload client documentation across internal systems and platforms...