Financial Adviser Support

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Gloucester

Job Ref: 205163

About the role

Ecclesiastical Financial Advisory Services (EFAS), who are proudly part of the Benefact Group (owners of Ecclesiastical Insurance), have a fantastic opportunity for an individual to join our team in a Financial Advisor Support role.

EFAS provide independent financial advice, mortgage advice and wealth planning services to a wide range of clients across the country.

As part of a team, the successful candidate will provide high quality and timely administrative support to our clients and team of financial advisors & paraplanners.

Why join us?

Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group - where all profits go to charity and good causes.

What you'll be doing

• Client & provider communication: Delivering a high level of client service by handling phone/email enquiries, liaising with product providers & lenders and supporting advisers with client‑facing tasks

• New business & client review processing: Submitting and tracking new business / client review changes, monitoring financial transactions, preparing invoices & managing post

• Back office system & diary management: Maintaining accurate records within the EFAS back office system, updating diary systems, maintaining client files and managing client access to our valuation & communication portal

• Report & review support: Preparing new business & annual review packs, obtaining valuations and supporting rebalancing processes

• Operational coordination: Arrange and assist in organising meetings, financial planning seminars, client appointments and ensuring smooth day‑to‑day office operations

• Regulatory: Supporting the Operations Manager with regulatory & management information requirements

What you'll need to have

• Experience in IFA administrative support or similar

• Experience of using the IRESS X-Plan system (or similar) would be beneficial as would a working knowledge of investment platforms

• Effective and appropriate communication skills

• Commitment to deliver exceptional service & contributing both as an individual and as an effective part of a team

• The ability to build strong client & team relationships

• Enthusiasm, a positive mind-set, commitment to accuracy and be proactive in taking responsibility to complete tasks

• Understanding of relevant regulatory guidance to deliver good customer outcomes

• Understanding of data protection and importance of confidentiality

• Good general office organisational skills

What we offer

• A competitive salary - let's discuss it

• Hybrid working

• Group Personal Pension - up to 12% employer contribution

• Generous annual bonus scheme: on-target bonus between 6% and 24%

• 25 days annual leave plus bank holidays, and a holiday buy and sell scheme

• An array of health and wellbeing benefits, including private healthcare, income protection and life assurance

• £200 annual personal grant to a charity of your choice

• Encouraged to take at least one volunteering day per year

• Employee Assistance Programme

• Full study support to gain professional qualifications

• Access to virtual GP

• Enhanced maternity and paternity pay

Hear from the hiring manager

"This is a fantastic opportunity to join our expanding EFAS team as we grow our business volumes through new partnerships. You’ll be joining an energetic, caring, fun team that is committed to providing excellent service to all our clients. If you are passionate about exceeding client expectations, working with a dedicated team and being part of an organisation that makes a real difference then we would love to hear from you!"

About us

Ecclesiastical Financial Advisory Services (EFAS) have provided fully independent advice about investments, mortgages, pensions, savings and planning for retirement since 2009.

Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade*, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.

We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.

At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.
If you need any additional support during the recruitment process, then please let us know.

• Directory of Social Change’s UK Guides to Company Giving 2017-26