Adviser Associate

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
before.

As an Adviser Associate, your responsibilities will
include:

• 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

Location:

North Worcestershire

Call us now on 0208 0044 154 or click Apply

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