Associate Financial Adviser

Are you a financial services professional looking for that step up into Financial Advice?

Recruit UK is delighted to be partnering with a modern Financial Planning business to take on an Associate Financial Adviser. This is an opportunity for an ambitious individual looking to step into a client-facing advice role at a company that puts life planning at the forefront.

This company offers mentorship, and support with further exams and development.

Benefits:

• Salary from £30,000 - £45,000 for associate advisers (flexible dependent on experience)


• Existing client bank and leads provided


• Exam support and ongoing mentorship


• Hybrid working (1-2 days from home)


• 25 days holiday plus bank holidays and Christmas closure


• Flexible and bespoke remuneration discussions (pension, protection, flexibility etc.)


• Exposure to highly personalised, holistic financial planning work


• Supportive working environment with direct access to experienced advisers

Duties will include:

• Servicing an existing bank of ongoing financial planning clients


• Conducting holistic financial planning reviews and lifestyle conversations


• Producing and presenting cashflow models


• Building long-term relationships with clients and understanding wider financial objectives


• Advising across pensions, investments, protection, and wider planning needs


• Working collaboratively with the wider team to deliver tailored client outcomes


• Carrying out administrative duties where required


• Supporting the continued growth and development of the firm's planning proposition

This position would best suit:

• A Level 4 qualified administrator, paraplanner or associate financial adviser looking for a great advice pathway


• An adviser who feels stuck in a heavily targeted or transactional environment and wants to deliver more meaningful planning


• Someone who enjoys relationship building, thinking outside the box, and taking a more holistic view of clients' lives and goals

Skills and experience we’re looking for:

• Level 4 Diploma in Regulated Financial Planning (or close to completion)


• Experience within Financial Services, (administration, paraplanning or financial advice)


• Interest in holistic financial planning and relationship-led advice


• Motivated, driven and keen to continue learning and developing


• Open-minded approach and willingness to work differently from traditional advisory models

If this associate financial adviser position sounds of interest to you, and you’d like to discuss, apply today!

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