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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: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Be part of a vital team, making a real difference in clients' financial journeys.
- Qualifications: Relevant financial planning qualifications and strong IT skills required.
- Other info: Fast-paced environment with opportunities for career growth.
The predicted salary is between 40000 - 42000 £ per year.
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
Locations
Associate Financial Adviser - Wealth Management in Fife, Newport-On-Tay 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 in Fife, Newport-On-Tay
✨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 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. We recommend role-playing with a friend or using mock interview tools. The more comfortable you are, the better you'll perform when it counts!
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your technical knowledge and any relevant projects you've worked on. This can really set you apart from other candidates and give potential employers a taste of what you can bring to the table.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take the initiative to engage directly with us!
We think you need these skills to ace Associate Financial Adviser - Wealth Management in Fife, Newport-On-Tay
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 enthusiasm and a personal touch in applications.
Showcase Your Technical Skills: Since this role requires strong technical knowledge, make sure to mention your expertise in pensions, investments, and financial planning. We’re looking for candidates who can hit the ground running, so don’t hold back on your skills!
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss any important updates. 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 how you can assist in producing high-quality suitability reports and support documentation.
✨Showcase Your IT Skills
Since strong IT skills are a must, make sure you’re comfortable with Microsoft Word and Excel. Prepare to demonstrate how you’ve used these tools in previous roles, especially in creating reports or managing client data.
✨Be Client-Focused
Highlight your experience in dealing with clients, whether over the phone or face-to-face. Share examples of how you've maintained a professional approach and provided exceptional service, as this is key for the role.
✨Emphasise Teamwork
Culture is important for the company, so be prepared to discuss how you work well in a team. Share instances where you’ve collaborated with others to achieve a common goal, especially in a fast-paced environment.