At a Glance
- Tasks: Support financial advisers in client meetings, research, and administration tasks.
- Company: Join a leading wealth management firm focused on client relationships.
- Benefits: Gain professional qualifications, mentorship, and a structured training plan.
- Other info: Dynamic team environment with opportunities for growth and development.
- Why this job: Kickstart your finance career while making a real impact on clients' financial goals.
- Qualifications: Strong attention to detail, communication skills, and a passion for financial planning.
The predicted salary is between 49500 - 60500 £ per year.
Company Overview
Parallel Wealth Management Ltd manages wealth for individuals, families, and businesses through a team of experts providing financial advice and wealth management services. As an Appointed Representative of St. James's Place Wealth Management Plc, which is authorised and regulated by the Financial Conduct Authority, we advise solely on the Group's wealth management products and services. We prioritise client relationships and strive to work alongside clients to achieve their financial goals.
Job Overview
The Associate Financial Adviser plays a key supporting role within the advisory team, working closely with an experienced Financial Adviser to ensure the smooth running of all day-to-day client and business activities. This position offers the opportunity to develop the technical knowledge, client relationship skills, and professional qualifications required to progress towards full Financial Adviser status.
Key Responsibilities
- Client Support: Assist in the preparation and follow-up of client meetings, including gathering relevant information, producing reports, and managing ongoing actions.
- Research & Analysis: Support the adviser in analysing clients’ existing arrangements, conducting research across pensions, investments, and protection solutions, and preparing recommendations under supervision.
- Administration Oversight: Liaise with the client services team to ensure efficient processing of new business, policy servicing, and client communications.
- Compliance & Record Keeping: Maintain accurate client records and ensure all work meets regulatory and company compliance standards.
- Learning & Development: Work through a structured training plan designed to develop both technical and advisory competencies, supported by mentoring and funded qualifications (e.g., Level 4 Diploma in Regulated Financial Planning).
- Client Relationship Building: Gradually take on greater responsibility for client communication and management, developing trusted relationships under the guidance of the lead adviser.
- Team Collaboration: Contribute to team initiatives, process improvements, and business development activities.
Skills & Attributes
- Strong attention to detail and excellent organisational skills
- Confident communicator with strong interpersonal ability
- Analytical mindset and genuine interest in financial planning
- Proactive and eager to learn, with a professional and positive attitude
- Ability to work well under pressure and manage multiple tasks
- Competent with Microsoft Office and CRM systems (e.g., Salesforce or equivalent)
Qualifications
- Skills in Financial Planning, Finance, and Financial Advisory
- Knowledge in Retirement Planning and Investments
- Strong analytical and problem-solving abilities
- Excellent communication and interpersonal skills
- RO1 & RO5 minimum
Seniority Level: Internship
Employment type: Full-time
Job function: Finance and Sales
Associate Financial Advisor in Ipswich employer: Parallel Wealth Management
At Parallel Wealth Management Ltd, we pride ourselves on being an exceptional employer that fosters a collaborative and supportive work environment. Our commitment to employee growth is evident through our structured training plans and mentorship opportunities, allowing you to develop your skills and progress towards becoming a fully qualified Financial Adviser. Located in a vibrant area, we offer a culture that values client relationships and teamwork, making it a rewarding place to build your career in financial advisory.
Contact Details:
Parallel Wealth Management Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Associate Financial Advisor in Ipswich
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We think you need these skills to ace Associate Financial Advisor in Ipswich
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How to prepare for a job interview at Parallel Wealth Management
✨Brush Up on Financial Analysis Skills
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