Financial Adviser Support - Trainee/Consultant/Planner

Financial Adviser Support Consultant & Para-Planner

Our client are looking for those with a passion for Financial Advice to step into a role that offers wide reaching career progression and opportunity to enhance your knowledge on formulating holistic Financial Advice.

As a member of the FA Support Team you will be responsible for working side by side with the advisers to coordinate the completion of suitability letters for our customers outlining our solution to their financial needs.

This will involve understanding and communication with all other departments within Financial Advice from Investment Research all the way through to our Quality Assurance Team.

Main Responsibilities

The FA support consultants deal with the complex areas of financial advice such as Pension Switch and Decumulation advice.

The goal is to work closely with the adviser to create a recommendation to be presented to our customers which meets their financial planning needs. The skills that will be acquired involve being able to analyse and interpret the investment research provided on our customers' investments, interpret tax calculations and ultimately assisting our customers in achieving their financial goals.

At any one time you'll be coordinating multiple cases for advisers which will involve areas of complexity and nuances which require quick prioritisation excellent analytical skills.

The Ideal Candidate

Experience of report writing is desirable with a key task being creating our suitability reports for our customers. You'll be an excellent communicator with a strong desire to build your knowledge in Financial Advice and work towards a professional qualification.

The progression Scheme is wide reaching and caters for fully qualified individuals as well as entry level candidates with a robust skills matrix to ensure we can develop your skills and progress you career in Financial Advice