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- Tasks: Support financial advisers in delivering top-notch advice and client service.
- Company: Join a dynamic multi-business group in Financial Services and Estate Planning.
- Benefits: Competitive salary, professional development, and a collaborative work culture.
- Other info: Exciting opportunities for career growth in a fast-paced environment.
- Why this job: Be a key player in the financial planning journey and make a real difference.
- Qualifications: Relevant financial planning qualifications and strong IT skills required.
The predicted salary is between 40000 - 40000 £ per year.
We are looking to recruit a Senior Financial Support Adviser to join our clients expanding multi-business group which covers Financial Services and Estate Planning.
The Senior 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
- Take ownership of more complex cases and planning scenarios
- Act as a technical reference point for advisers and other staff members
- Review work produced by others and help 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
Locations
Senior Financial Support Advisor in Cwmbran, Wales employer: Redmore Recruitment Limited
Contact Detail:
Redmore Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Financial Support Advisor in Cwmbran, Wales
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. You never know who might have a lead or be able to refer you directly to hiring managers.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to financial planning and client service, so you can showcase how your skills align with their needs. We want you to shine!
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it relates to the Senior Financial Support Advisor role. Highlight your technical knowledge and client-focused approach to make a lasting impression.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Senior Financial Support Advisor in Cwmbran, Wales
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Senior Financial Support Advisor role. Highlight your financial planning qualifications and any relevant experience in producing reports or supporting advisers.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your attention to detail and client-focused approach, and don’t forget to show your enthusiasm for working in a fast-paced environment.
Showcase Your Technical Skills: Since strong IT skills are essential, make sure to mention your proficiency with Microsoft Word and Excel. If you’ve used any specific financial planning software, give it a shout-out too!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity with our client!
How to prepare for a job interview at Redmore Recruitment Limited
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge, especially around pensions, investments, and protection. Being able to discuss these topics confidently will show that you're not just a candidate, but a potential asset to the team.
✨Prepare for Client Scenarios
Think about how you would handle various client situations. Prepare examples from your past experience where you've successfully supported advisers or dealt with complex cases. This will demonstrate your problem-solving skills and ability to think on your feet.
✨Showcase Your Attention to Detail
Since this role involves producing high-quality reports and maintaining accurate client records, be ready to discuss how you ensure accuracy in your work. Bring examples of how you've maintained quality standards in previous roles.
✨Be a Team Player
Culture is key for our client, so highlight your teamwork skills. Share experiences where you've collaborated effectively with others, whether in a fast-paced environment or during challenging projects. This will show that you can fit into their dynamic team.