Client Support Manager / Trainee Financial Adviser

Milton Keynes, Buckinghamshire
14 Jun 2019
12 Jul 2019
Adrian  Cook
Contract Type

Client Support Manager / Trainee Financial Adviser

Due to continued expansion ASC Financial Solutions have two positions available for Client Support Managers/Trainee Financial Advisers based predominately at their prestigious Furzton Lake offices in Milton Keynes.

The position would be assisting in the looking after a portfolio of clients under the guidance of a Financial Adviser.

This is a very varied position with exceedingly good prospects which ultimately could lead to becoming a Qualified Financial Adviser or Paraplanner. Financial assistance is normally given by the company for taking professional exams leading to qualified status  

The position will involve sitting on client appointments along with a financial adviser and well as building a repour via regular communication by phone. Report writing along with other day to day tasks are also important aspects to the role

An applicant therefore would be expected to be able to communicate well both verbally and in writing. They would also be expected to take some interest in global affairs and learn about investments and financial Markets

Typically many of our Client Support Managers are graduates or had good grades at school although others may be considered if they have the drive and interest to make a success of the position  

ASC Financial Solutions are Independent Financial Advisers. This is a family business that has been going almost 15 years and have four offices in the Buckingham and Bedfordshire area.

We are professional but an enjoyable place to work

Hours would be from 8.00- 5.00 during the weekday although a small amount of flexibility would be expected if client appointments run over or workload requires this. One Saturday morning is also required once a month.

  The successful individual will therefore have/be:

  •  Enthusiasm and energy  
  • Excellent interpersonal and communication skills  
  • A team player  
  • A Quick learner


Salary starts at £18,500 with very good prospects for the right candidates


  •  Study support  
  • 20 days holiday plus the Christmas Period when the office closes  
  • An enjoyable and prestigious office environment  
  • Easy parking locally

So, if you are an organised, numerical and career driven individual, then apply now by sending your CV and covering letter  as to why this appeals to Adrian Cook at

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