Job Title: Associate Adviser
Industry: Financial Planning
Location: Cheltenham
Salary: £50-70,000
Job Reference: 10235
Job Description
Are you a technical paraplanner, looking to step into Financial Advice?
Or perhaps you have experience as an IFA, doing your own paraplanning, but looking for a new opportunity that can offer a client book?
We are working on a unique and exciting opportunity for a Paraplanner or Financial Adviser to join a Financial Planning firm near Hereford. This role will see you working closely alongside the MD of the firm, taking over an existing HNW client book over the course of a year or two. Whilst you build up the client relationships, and the MD transitions away from the book, you will supporting with paraplanning duties for that client book.
Duties:
- Writing technical suitability reports and product research
- Cashflow modelling
- Attending client meetings and building upon the strong relationships
- Working closely with the other IFA's, and back office team
- Eventually taking over a client book and managing this independently, offering holistic advice
- Adhering to strict FCA regulations and ensuring compliance regulations met
Benefits:
- Highly competitive salary depending on experience and qualifications
- Discretionary bonus scheme
- Hybrid working
- 6% pension contribution
- 25 days holiday
- Birthday off
- Buy and sell scheme
- Private medical insurance
- 4x DIS
- Progression opportunities available if interested
- Exam funding and support to continue qualifications
Skills and experience required:
- Level 4 Diploma minimum, ideally Chartered
- Extensive experience working in a Paraplanning role, ideally a client facing one
- Passionate to move into a Financial Adviser position in the future
- Strong knowledge of UK products and FCA regulations
