Associate Financial Adviser

We are currently recruiting on behalf of a leading Wealth Management company based in Ipswich who are looking to appoint an Associate Financial Adviser within their team. This is a fantastic opportunity to work for a growing company, who reward their employees with a competitive salary and excellent career prospects.

• Assist in the preparation and follow up of client meetings.
• Support the adviser in analysing client existing arrangements and conducting research.
• Liaise with the client services team to ensure efficient processing of new business, policy servicing and client communications.
• Maintain accurate client records and ensure all work meets regulatory and company compliance standards.

The ideal candidate will have skills in Financial Planning, Finance and Financial Advisory. Strong analytical and problem-solving abilities along with excellent communication an interpersonal skills. It is essential that you have completed your RO1 & RO5 exams.