Quick Questions:

• Do you have SJP experience?
• Are you skilled in Salesforce or similar financial planning systems?
• Are you looking for a part-time, flexible advisor support role in a small team in Nottingham?

Benefits:

• Competitive salary up to £35,000 DOE pro rata
• PMI
• Part time
• Flexible / hybrid working options
• Fantastic holiday allowance
• Pension scheme
• Small, personal team with strong advisor support culture

About the Company:

A boutique wealth management and financial planning practice providing tailored advice to private clients, families, and business owners. The firm delivers holistic solutions across investments, retirement planning, tax strategies, and estate planning, with a strong focus on long-term relationships and exceptional client service. With a genuine commitment to exceptional advisor support, the team combines technical expertise with a personalised approach to help clients build, protect, and manage their wealth with confidence.

Key Duties (Advisor Support Focus):

• Proofreading all client-facing documents, letters, and reports as part of high-quality advisor support
• Booking and scheduling client meetings with accuracy and attention to detail
• Producing reports, preparing documentation, and formatting reports for client review
• General office administration, including managing emails, filing, and workflow organisation
• Drafting follow-up letters and routine correspondence
• Delivering day-to-day advisor support by assisting with any additional administrative tasks
• Maintaining accurate client information using Salesforce CRM to ensure seamless advisor support

Skills Required:

• Strong administrative experience, ideally within a professional or financial services environment
• Excellent written communication skills, with strong attention to detail for proofreading
• Strong organisational skills and the ability to manage your own workload with minimal supervision
• Competence in Salesforce, Microsoft Word, and Excel
• Professional, reliable, and comfortable working in a small office environment where advisor support is central to the team’s success

Apply Today for This Advisor Support Role:

Submit your application now. A specialist consultant will contact you to discuss your skills and motivations before submitting your CV to the hiring manager. Additional opportunities within advisor support may also be suggested.

Note: Due to high application volume, individual feedback cannot be provided. If you haven’t heard from us within 7 days, please assume your application was unsuccessful.