Full job descriptionJob 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:
*Writing technical suitability reports and product research
*Cashflow modelling
*Attending client meetings and building upon the strong relationships
*Working closely with the other IFA’s, and back office team
*Eventually taking over a client book and managing this independently, offering holistic advice
*Adhering to strict FCA regulations and ensuring compliance regulations met
Benefits:
*Highly competitive salary depending on experience and qualifications
*Discretionary bonus scheme
*Hybrid working
*6% pension contribution
*25 days holiday
*Birthday off
*Buy and sell scheme
*Private medical insurance
*4x DIS
*Progression opportunities available if interested
*Exam funding and support to continue qualifications
Skills and experience required:
*Level 4 Diploma minimum, ideally Chartered
*Extensive experience working in a Paraplanning role, ideally a client facing one
*Passionate to move into a Financial Adviser position in the future
*Strong knowledge of UK products and FCA regulations