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Temporary Financial Advisor Support

·         Opportunity to work with a respected brand

·         CBD Based

·         Start ASAP

We are seeking an experienced Financial Advisor Support to join a busy advisory team on a temporary basis. This role is ideal for someone highly organised, detail-focused, and confident supporting advisors with compliance and documentation.

The role;

·         Draft and prepare Statements of Advice and supporting documentation

·         Assist advisors with research, case preparation, and recommendations

·         Ensure all client files meet regulatory and compliance standards

·         Liaise with clients, providers, and internal teams where required

·         Maintain accurate records and update systems

Benefits to you;

·         Great work culture (you will be valued, recognised and developed)

·         ASAP start

·         Top hourly rate

·         Opportunity to work with a well-established advisory business

Who are you?

·         Level 5 qualification

·         Proven experience in an advisor support role

·         Strong ability to prepare and draft Statements of Advice (SOAs)

·         Solid understanding of compliance and regulatory requirements

·         High attention to detail and excellent organisational skills

Apply now! Or for more information, contact Rachel at Quinn on 09 309 8821. QUINN – The Insurance Recruitment Specialists – we find great people for great jobs nationwide.

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