Unlock Your Potential: Associate Financial Adviser Role
Are you ready to elevate your financial advisory career? Join an employee-owned, Chartered Financial Planning firm, known for its ethical, client-focused approach and commitment to long-term relationships. They specialise in providing bespoke financial advice, helping clients articulate and achieve their life goals. As an Associate Financial Adviser, you'll work with a close-knit, supportive team that values integrity and collaboration.
Why Us?
- Client-Centric Approach: We focus on understanding our clients' life goals before offering tailored financial advice.
- Comprehensive Services: We handle complex financial situations, from pensions to investments, ensuring all advice aligns with our clients' aspirations.
- Employee-Owned: Be part of a firm where your contributions directly impact our success and client satisfaction.
What We Offer
- Performance Bonuses: Recognising your achievements.
- Comprehensive Benefits: Including private healthcare, pension contributions, and professional fee coverage.
Key Responsibilities
- Client Support: Work alongside Senior Financial Advisers to deliver bespoke financial advice.
- Financial Planning: Assist in crafting and implementing personalized financial strategies.
- Relationship Management: Build and maintain long-term client relationships.
- Regulatory Compliance: Ensure all advice meets FCA regulations.
- Continuous Learning: Stay informed about industry trends.
Who You Are
- Qualified & Experienced: Diploma in Financial Planning (DipPFS) or equivalent, with a minimum of 2 years in a client-facing role.
- Client-Focused: Passionate about delivering quality advice and building lasting relationships.
- Team Player: Collaborative and committed to contributing to a positive team environment.
- Detail-Oriented: Strong analytical skills with a keen eye for detail.
- Ambitious: Eager to grow your career in wealth management.
Ready to take your career to the next level? Apply today and join a firm that values your expertise and supports your professional growth.