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For Companies At a Glance
- Tasks: Support clients and assist in financial planning with a focus on relationship building.
- Company: Join a leading wealth management firm dedicated to client success.
- Benefits: Gain professional qualifications, mentorship, and a structured training plan.
- Why this job: Kickstart your finance career while making a real difference for clients.
- Qualifications: Strong communication skills and a keen interest in financial planning.
- Other info: Dynamic team environment with opportunities for growth and development.
The predicted salary is between 30000 - 42000 £ 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
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Associate Financial Advisor employer: Parallel Wealth Management
Contact Detail:
Parallel Wealth Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Financial Advisor
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, attend industry events, and don’t be shy about asking for informational interviews. We all know that sometimes it’s not just what you know, but who you know!
✨Tip Number 2
Prepare for those interviews! Research Parallel Wealth Management Ltd thoroughly, understand their values, and think about how you can contribute to their mission. We want to see you shine and show us why you’re the perfect fit for the Associate Financial Advisor role.
✨Tip Number 3
Practice makes perfect! Get a friend or family member to do mock interviews with you. This will help you articulate your thoughts clearly and boost your confidence. Remember, we’re looking for someone who can communicate effectively with clients!
✨Tip Number 4
Don’t forget to follow up! After an interview, send a thank-you email expressing your appreciation for the opportunity. It shows professionalism and keeps you on our radar. Plus, it’s a great chance to reiterate your enthusiasm for the role!
We think you need these skills to ace Associate Financial Advisor
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Associate Financial Advisor role. Highlight any relevant financial planning experience or qualifications, and don’t forget to showcase your attention to detail and organisational skills!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about financial planning and how you can contribute to our team. Be sure to mention your eagerness to learn and develop your client relationship skills.
Showcase Your Analytical Skills: Since this role involves research and analysis, make sure to include examples of how you've used your analytical mindset in previous roles or projects. This will help us see your potential in supporting our advisory team effectively.
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at Parallel Wealth Management
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning, retirement options, and investment strategies. Be ready to discuss how these concepts apply to real-world scenarios, as this will show your analytical mindset and genuine interest in the field.
✨Showcase Your Communication Skills
As an Associate Financial Advisor, strong communication is key. Practice explaining complex financial concepts in simple terms. During the interview, demonstrate your ability to engage with others and build rapport, as client relationships are a priority for the company.
✨Prepare for Client Scenarios
Think about potential client situations you might encounter and how you would handle them. Prepare to discuss how you would assist in client meetings, manage follow-ups, and ensure compliance with regulations. This shows you're proactive and ready to take on responsibilities.
✨Ask Insightful Questions
Prepare thoughtful questions about the company's approach to wealth management and client relationships. This not only shows your interest in the role but also helps you understand how you can contribute to the team and grow within the company.
