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- Tasks: Support financial advisers in delivering top-notch advice and client service.
- Company: Join a dynamic multi-business group in South Wales focused on financial services.
- Benefits: Competitive salary, professional development, and a vibrant team culture.
- Why this job: Be part of a stimulating role with diverse responsibilities and real client impact.
- Qualifications: Relevant financial planning qualifications and strong IT skills required.
- Other info: Great opportunity for career growth in a fast-paced environment.
We are looking to recruit an Associate Financial Planning Adviser to join our clients expanding multi-business group which covers Financial Services and Estate Planning.
The Associate Financial Planning Adviser is a vital role for our clients team, supporting their financial advisers to deliver consistently high-quality advice and exceptional client service. The ideal candidate will play a key role across all stages of the financial planning journey, from technical research and report writing through to client interaction and adviser support. Whether you're attending client meetings or analysing complex product and investment documentation, no two days will be the same.
This is a varied, stimulating, and pivotal position within the business. Depending on your level of experience, responsibilities will include some or all the following:
- Assisting with all aspects of the financial planning process
- Producing high-quality suitability reports and supporting documentation
- Researching and analysing products, investments, and planning strategies
- Supporting advisers before, during, and after client meetings
- Dealing with clients by phone and, where appropriate, face-to-face
- Maintaining accurate client records across our back-office
- Preparing and maintaining client files in line with regulatory requirements
- Taking ownership of more complex cases and planning scenarios
- Acting as a technical reference point for advisers and other staff members
- Reviewing work produced by others and helping maintain quality standards
- Strong technical knowledge across pensions, investments, protection, and broader financial planning
We can consider candidates at different stages of their paraplanning career. You may be earlier on your journey or already operating at a senior technical level.
To be suitable for this role, you will need:
- Relevant financial planning qualifications e.g. CII Level 4 Diploma in Regulated Financial Planning (DipPFS)
- Strong IT skills, with confidence using Microsoft Word and Excel, and the ability to pick up new systems quickly
- A high level of attention to detail and a professional, client-focused approach
- Enjoy working in a fast-paced environment
- Be a team player as culture is very important for our client
Job Types: Full-time, Permanent
Work Location: In person
Associate Financial Adviser - Wealth Management employer: Redmore Recruitment limited
Contact Detail:
Redmore Recruitment limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate Financial Adviser - Wealth Management
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to financial planning. Role-play with a friend or use mock interview tools. The more comfortable you are, the better you'll perform when it counts!
✨Tip Number 3
Showcase your skills! Bring along examples of your work, like reports or analyses you've done, to interviews. This not only demonstrates your expertise but also gives you a chance to discuss your thought process and problem-solving abilities.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Associate Financial Adviser role. Plus, applying directly shows your enthusiasm and commitment to joining our team!
We think you need these skills to ace Associate Financial Adviser - Wealth Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Associate Financial Adviser role. Highlight relevant experience and qualifications, especially those related to financial planning and client interaction. We want to see how you can bring value to our team!
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 your skills align with the job description. We love seeing genuine enthusiasm for the role and our company.
Showcase Your Technical Skills: Since this role requires strong technical knowledge, make sure to mention your proficiency in areas like pensions, investments, and financial planning software. We’re looking for someone who can hit the ground running, so don’t hold back!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy!
How to prepare for a job interview at Redmore Recruitment limited
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning, especially around pensions, investments, and protection. Be ready to discuss specific products or strategies you've researched or worked with, as this will show your technical expertise and readiness for the role.
✨Practice Your Client Interaction Skills
Since you'll be dealing with clients directly, practice how you would explain complex financial concepts in simple terms. Role-play potential client scenarios with a friend or family member to build your confidence and communication skills.
✨Showcase Your Attention to Detail
Prepare examples that highlight your attention to detail, especially in producing reports or maintaining client records. You might want to bring a sample report (with sensitive info removed) to demonstrate your ability to create high-quality documentation.
✨Be a Team Player
Emphasise your collaborative spirit during the interview. Share experiences where you supported colleagues or contributed to team projects, as this role requires working closely with advisers and other staff members.