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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.
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 Glasgow, North East 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 Glasgow, North East
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry 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 an Associate Financial Adviser.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss pensions, investments, and financial planning strategies confidently. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Practice your client interaction skills. Whether it's over the phone or face-to-face, being able to communicate effectively is key. Role-play with a friend or family member to get comfortable with discussing complex financial topics.
✨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 Associate Financial Adviser - Wealth Management in Glasgow, North East
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 showcasing your skills!
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 the role. Plus, it shows you’re keen to join our team at StudySmarter!
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 serious about the role and can support advisers effectively.
✨Prepare for Client Interactions
Since you'll be dealing with clients directly, practice how you would handle various client scenarios. Think about how to explain complex financial concepts in simple terms, as this will demonstrate your ability to communicate clearly and professionally.
✨Showcase Your Attention to Detail
Bring examples of your previous work that highlight your attention to detail, like suitability reports or client documentation. This will help illustrate your capability to maintain high-quality standards, which is crucial in this role.
✨Be a Team Player
Culture is key for the company, so be ready to discuss how you've worked collaboratively in the past. Share experiences where you supported colleagues or contributed to team success, as this will show that you fit well within their environment.