Associate Adviser

Job Title: Associate Adviser

Industry: Financial Planning

Location: Cheltenham

Salary: £50-70,000

Job Reference: 10235

Job Description:

Are you a technical paraplanner, looking to step into Financial Advice?

Or perhaps you have experience as an IFA, doing your own paraplanning, but looking for a new opportunity that can offer a client book?

We are working on a unique and exciting opportunity for a Paraplanner or Financial Adviser to join a Financial Planning firm near Hereford. This role will see you working closely alongside the MD of the firm, taking over an existing HNW client book over the course of a year or two. Whilst you build up the client relationships, and the MD transitions away from the book, you will supporting with paraplanning duties for that client book.

Duties:

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• Writing technical suitability reports and product research
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• Cashflow modelling
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• Attending client meetings and building upon the strong relationships
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• Working closely with the other IFA’s, and back office team
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• Eventually taking over a client book and managing this independently, offering holistic advice
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• Adhering to strict FCA regulations and ensuring compliance regulations met
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Benefits:

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• Highly competitive salary depending on experience and qualifications
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• Discretionary bonus scheme
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• Hybrid working
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• 6% pension contribution
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• 25 days holiday
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• Birthday off
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• Buy and sell scheme
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• Private medical insurance
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• 4x DIS
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• Progression opportunities available if interested
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• Exam funding and support to continue qualifications
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Skills and experience required:

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• Level 4 Diploma minimum, ideally Chartered
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• Extensive experience working in a Paraplanning role, ideally a client facing one
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• Passionate to move into a Financial Adviser position in the future
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• Strong knowledge of UK products and FCA regulations
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