About the Client Our client is an award winning Financial Advisory firm, and they are looking for an Adviser to support their Financial Advisers. Previous experience within financial planning is essential. Experience with pensions would be an advantage. My client is looking for someone willing to learn and take some financial exams (paid for by the company). Salary: £35,000 - £40,000 DOE Hours: Monday to Friday 8.00am 5.00pm (normally finish at 4.00pm Friday) Location: Office Based, Milton Keynes in beautiful riverside offices, working with a dynamic, professional and friendly team Benefits 28 days holiday (inc. bank holidays) PLUS additional holidays to cover Christmas and New Year closure Parking Training in the financial services sector Company events Company pension Free parking (on-site or nearby) Referral programme Sick pay About the Role As a Financial Adviser Support you will take responsibility for the ongoing relationships for a portfolio of clients and supporting the financial adviser by performing tasks such as: Creating Annual Review Reports accurately Creating Valuations Performing fund switches on client portfolios Maintaining regular contact with clients via phone calls, email and letters Expected to attend networking event every one to two weeks Sitting on the Financial Adviser client meetings with clients as well as actioning any outcomes, updating client fact-find and client notes. Dealing with client queries (via liaison with the financial adviser) in ..... full job details .....