Adviser Support Administrator

Financial Services | Southampton | Hybrid (1 day WFH)

CAP Resourcing is proud to be working with a well-established financial planning business in Southampton who are looking to appoint an Adviser Support Administrator to join their growing team.

This is a key support role, working closely with Financial Advisers to ensure clients receive a professional, compliant and personable financial planning experience.

To be successful in this role, you will be:

• Highly organised with strong attention to detail
• Confident in written and verbal communication
• Comfortable working independently and as part of a team
• Able to manage multiple tasks and varying workloads
• IT-literate with solid Microsoft Office skills

Desirable (but not essential)

• Experience within a financial services environment
• Knowledge of investment products such as ISAs, pensions and bonds
• Experience using CRM systems and investment platforms
• Willingness to work towards a regulatory qualification (no qualifications required initially)

What’s on Offer

• Competitive salary
• Contributory pension (5% employee / 5% employer)
• 20 days holiday plus bank holidays (rising to 25 with service)
• Group medical benefits
• Death in service (4x salary)
• Permanent health insurance
• Flexible working arrangements

If you’re looking to develop a long-term career within financial services in a supportive, professional environment, we’d love to hear from you.