Adviser Associate

Job Details

Reference ID 1808
Vacancy Location North Worcestershire
Job sector
Job type
Remuneration Salary of circa £33,000, rising with progression


This Adviser Associate job in North Worcestershire
provides opportunity to closely support a Chartered Financial Adviser, in
return receiving full support and mentoring

You would be undertaking a blended role with
paraplanning duties and client relationship management which would enable you
to be well equipped to become a Financial Adviser in your own right, within the
business. This is a tried and tested model that has successfully worked twice

As an Adviser Associate, your responsibilities will

  • Accompanying the Financial Adviser to most client meetings
  • Taking meeting notes
  • Acting as a Paraplanner, whereby you will be undertaking research
    and producing suitability reports
  • Undertaking tasks to assist the Financial Adviser be effective in
    their role
  • Liaise with the back office team to co-ordinate tasks

Through undertaking this role, you will shadow
their high-performing Chartered Financial Planner which will equip you to
become your own highly accomplished Adviser in circa 2 years. The Adviser regularly
works with millionaires and high-performing business owners with complex
financial planning needs.

Adviser Associate Requirements

  • This is well suited to a current Paraplanner or Junior Financial
    Adviser with aspirations to become a Financial Adviser in 2 years
  • You must hold your full Level 4 Diploma in Financial Planning and
    have ambitions to achieve Chartered status
  • You must have a professional approach to your work and be a
    positive representative of the brand at all times

The Company

This long established multi-disciplined wealth management and
investment management firm are continually looking to evolve and improve their
service to clients. They are well respected within their business community.

Adviser Associate Benefits

  • Salary of circa £33,000, rising with progression
  • Pension contribution of 8%, plus BUPA private healthcare
  • Need for you to be flexible with your working hours to accommodate
    the needs of the clients with evening appointments etc
  • Need to be travel to attend client meetings within the local area


North Worcestershire

Call us now on 0208 0044 154 or click Apply

Liability and Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts
to ensure the information contained in our adverts including any salary,
benefits or on target earnings are accurate, we give no representation or
warranty in respect of such information. No liability is accepted by Premier
Jobs UK for any loss or damage which may arise out of any person relying on or
using any information.

Apply for this Job
* Allowed file types: docx, doc, pdf, and txt