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For Companies At a Glance
- Tasks: Support a portfolio of clients and prepare tailored financial planning solutions.
- Company: Dynamic financial advisory firm in Huntingdon, Cambridgeshire.
- Benefits: Competitive salary, generous benefits, early finishes, and 24 days holiday.
- Why this job: Gain mentorship and a clear pathway to becoming a trusted Financial Adviser.
- Qualifications: Level 4 Diploma in Financial Planning and strong communication skills.
- Other info: Fast-paced environment with exciting team-building activities.
The predicted salary is between 28800 - 48000 ÂŁ per year.
Associate Financial Advisor
- Huntingdon, Cambridgeshire
- Competitive Salary
- Monday to Friday 9am-5pm
The Role
This isn’t your typical support role. As Associate Financial Adviser, you’ll work directly with the Director, supporting and servicing a portfolio of valued clients — with the long-term goal of stepping into their shoes and taking that portfolio forward.
You’ll begin by shadowing and assisting: preparing research, coordinating advice, and supporting client relationships. Over time, as your knowledge and confidence grow, you’ll take on more responsibility until you’re the one leading those relationships.
For someone ambitious, analytical, and client-focused, it’s a rare opportunity: mentorship at the highest level with a clear succession pathway.
What You’ll Be Doing
- Partnering to deliver tailored financial planning solutions.
- Researching, analysing and preparing advice that genuinely helps clients.
- Staying ahead of product, technical and regulatory changes.
- Ensuring compliance and CPD requirements are met (properly, not grudgingly).
- Building long-term client trust with a view to managing the portfolio yourself.
What You’ll Need
- Level 4 Diploma in Financial Planning (or equivalent).
- A working knowledge of FCA rules and compliance.
- Communication skills that work just as well with spreadsheets as they do with people.
- Organisational skills sharp enough to keep pace with a busy Director.
- A commercial mindset balanced with genuine care for clients.
What You Might Not Like
- This is not a background role — client contact will become central.
- Compliance and CPD are part of daily life.
- The pace is brisk, and progression means being stretched.
- If you’re looking for “maintenance mode,” this isn’t it.
- This is a site-based role – if you’re looking for hybrid or remote, this isn’t it.
What’s on Offer
- Competitive salary
- Pension contributions up to 5%
- Benefits package that’s actually generous
- 35-hour week with early Friday finishes (yes, that means 4pm)
- 24 days holiday including 3 days at Christmas and your birthday off, plus bank holidays
- Regular team-building activities (the good kind, not the awkward kind)
What To Do Next
If you’re ready to grow into a trusted Financial Adviser role — with the mentoring, exposure, and succession pathway to get you there — then click APPLY now!
Financial Advisor Assistant employer: Quest Employment
Contact Detail:
Quest Employment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Advisor Assistant
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial industry. Attend local events, join relevant groups on social media, and don’t be shy about reaching out to professionals for a chat. You never know who might have a lead on your dream job!
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their values and how they approach financial planning. This will help you tailor your responses and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your communication skills! Since this role involves client contact, being able to explain complex financial concepts in simple terms is key. Role-play with friends or family to build your confidence and get feedback.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage directly with us. So, hit that apply button and let’s get started on your journey to becoming a Financial Advisor!
We think you need these skills to ace Financial Advisor Assistant
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for the financial advisory field shine through. We want to see that you’re not just looking for any job, but that you’re genuinely excited about helping clients and growing in this role.
Tailor Your CV: Make sure your CV is tailored to the Associate Financial Advisor position. Highlight relevant experience, especially anything that showcases your analytical skills and client-focused mindset. We love seeing how your background aligns with what we do!
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured applications that are easy to read. Use bullet points where necessary and avoid jargon unless it’s relevant to the role. Remember, clarity is key!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining our team at StudySmarter.
How to prepare for a job interview at Quest Employment
✨Know Your Stuff
Make sure you brush up on your knowledge of FCA rules and compliance. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨Show Your Analytical Skills
Prepare to demonstrate your analytical abilities during the interview. Bring examples of how you've researched or analysed financial data in the past, as this is crucial for the Associate Financial Advisor position.
✨Practice Client Communication
Since client contact is central to this role, practice articulating your thoughts clearly and concisely. You might even want to role-play common client scenarios with a friend to get comfortable with the conversation flow.
✨Emphasise Your Organisational Skills
Be ready to discuss how you manage your time and tasks effectively. Share specific examples of how you've kept pace with busy schedules or supported someone in a high-pressure environment, as this will resonate well with the Director's needs.