Charles James Financial Planning
Adviser Support
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Company Description
Charles James Financial Planning is a well-established, family-run business with many years of experience in the financial industry. The firm is known for offering quality, friendly, and efficient financial advice to clients from a wide range of backgrounds and circumstances. Charles James focuses on building long-term relationships and understanding individual client needs to deliver tailored financial planning solutions. The company offers a free initial consultation to new prospective clients to determine how they can work together most effectively. This client-centered approach creates a supportive environment for both clients and team members.
Role Description
This is a full-time, on-site Adviser Support role based in Dronfield. The Adviser Support team member will assist financial advisers with preparing client documentation, organizing files, and maintaining accurate records in line with regulatory and company standards.
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Daily responsibilities include:
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- Scheduling and confirming client appointments
- Responding to client enquiries
- Supporting the preparation of reports, letters, and meeting packs
- Updating client information in internal systems
- Liaising with product providers
- Ensuring that all required paperwork is completed and filed promptly
The successful candidate will contribute to a professional, friendly client experience and work collaboratively with colleagues to support the smooth running of the practice.
Qualifications
- Strong organizational and administrative skills, including the ability to manage multiple tasks and maintain accurate records.
- Excellent written and verbal communication skills, with a professional and client-focused manner.
- Good numeracy and attention to detail, with the ability to handle financial information accurately and confidentially.
- Competence with office software and systems, including email, word processing, spreadsheets, and CRM tools.
- Ability to work effectively in a small team environment, demonstrating reliability, initiative, and a willingness to learn.
- Experience in financial services, wealth management, or a similar regulated environment is beneficial but not essential.
- Relevant qualifications in business, finance, or administration are an advantage; ongoing professional development will be supported.
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