At a Glance
- Tasks: Support financial advisers in delivering top-notch client service and advice.
- Company: Join a growing multi-business group in Financial Services and Estate Planning.
- Benefits: Hybrid working, competitive salary of £40k, and opportunities for career growth.
- Other info: Dynamic team culture with varied responsibilities and excellent learning opportunities.
- 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 client's expanding multi-business group which covers Financial Services and Estate Planning.
The Senior Adviser is a vital role for our client's 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
Senior Financial Support Advisor in Croesyceiliog employer: Redmore Recruitment Limited
Join a dynamic and supportive multi-business group in Croesyceiliog, where your role as a Senior Financial Support Advisor will be pivotal in delivering exceptional client service and high-quality financial advice. With a strong emphasis on employee growth, our hybrid work culture promotes collaboration and innovation, ensuring that you have the resources and opportunities to excel in your career while enjoying a balanced work-life environment.
Contact Details:
Redmore Recruitment Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Support Advisor in Croesyceiliog
✨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. Tailor your responses to highlight your experience in producing high-quality reports and supporting advisers.
✨Tip Number 3
Practice your pitch! Be ready to explain your journey in financial planning and how you've tackled complex cases. This will help you stand out during interviews and show that you're not just another candidate but someone who can add real value to their team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that Senior Financial Support Advisor role. Plus, it shows you're serious about joining the team and makes it easier for us to connect with you.
We think you need these skills to ace Senior Financial Support Advisor in Croesyceiliog
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Financial Support Advisor role. Highlight your relevant experience in financial planning and any qualifications you have, like the CII Level 4 Diploma. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial support and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Technical Skills:Since this role requires strong technical knowledge, make sure to mention your experience with pensions, investments, and financial planning strategies. We want to know how you can support our advisers and maintain quality standards.
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 on joining our team at StudySmarter!
How to prepare for a job interview at Redmore Recruitment Limited
✨Know Your Financial Stuff
Brush up on your knowledge of financial planning, pensions, and investments. Be ready to discuss specific products and strategies, as this role requires a strong technical background. Showing that you understand the nuances of financial advice will impress your interviewers.
✨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 provide exceptional client service.
✨Showcase Your Attention to Detail
Since maintaining accurate client records is crucial, be prepared to discuss how you ensure accuracy in your work. Bring examples of reports or documentation you've produced that highlight your meticulous nature and commitment to quality standards.
✨Emphasise Teamwork and Culture Fit
This role is all about collaboration, so be ready to talk about your experiences working in teams. Share how you contribute to a positive team culture and support your colleagues, as this will resonate well with the company's values.
