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- Tasks: Support financial advisers in delivering top-notch advice and client service.
- Company: Join a growing multi-business group in Financial Services and Estate Planning.
- Benefits: Permanent position with opportunities for career growth and development.
- Other info: Dynamic role with varied tasks and a supportive team 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 30000 - 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.
- 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
- Review work produced by others and help maintain quality standards
- Strong technical knowledge across pensions, investments, protection, and broader financial planning
- 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
Financial Adviser Support Consultant in Cwmbran employer: Redmore Recruitment Limited
Contact Detail:
Redmore Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser Support Consultant in Cwmbran
✨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 to someone looking for a Senior Financial Support Adviser.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, and think about how your skills align with their needs. Practise common interview questions, especially around client interaction and technical knowledge, so you can showcase your expertise confidently.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you land that dream job. Plus, applying directly can sometimes give you an edge over other candidates. So, get your application in and let’s make it happen!
We think you need these skills to ace Financial Adviser Support Consultant in Cwmbran
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the role of a Senior Financial Support Adviser. Highlight your relevant experience in financial planning, client interaction, and report writing. We want to see how your skills match what we're looking for!
Showcase Your Technical Knowledge: Since this role requires strong technical knowledge across pensions, investments, and protection, don’t shy away from showcasing your qualifications and any relevant experience. Let us know how you can contribute to our team with your expertise!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial services and how you can support our advisers. We love seeing enthusiasm and a personal touch, so make it count!
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. We can't wait to hear from you!
How to prepare for a job interview at Redmore Recruitment Limited
✨Know Your Financial Stuff
Make sure you brush up on your technical knowledge across pensions, investments, and protection. Be ready to discuss specific products and strategies, as this role requires a solid understanding of financial planning.
✨Showcase Your Report Writing Skills
Since producing high-quality suitability reports is key, prepare examples of your previous work. Bring along samples or be ready to talk about how you approach report writing and ensure compliance with regulatory requirements.
✨Practice Client Interaction Scenarios
This role involves dealing with clients both over the phone and face-to-face. Think of common client scenarios and practice how you would handle them. Demonstrating strong communication skills will set you apart.
✨Familiarise Yourself with Their Systems
Get comfortable with Microsoft Word and Excel, as well as any other systems they might use. If you can show that you can quickly pick up new software, it’ll give you an edge in the interview.