Aspiring Financial Advisor — Structured Training & Mentorship

Parallel Wealth Management; Ipswich; On-site; GBP 20,000 - 30,000; Full time

Job summary

A financial services firm in Ipswich is seeking an Associate Financial Adviser to support an experienced adviser and assist with client meetings and research. This full-time internship role focuses on developing client relationships, regulatory compliance, and technical skills in financial planning. Ideal candidates should have strong organisational abilities and interpersonal skills. Over time, there will be opportunities to take on greater client management responsibilities.

Qualifications

• Skills in Financial Planning and Financial Advisory.
• Knowledge in Retirement Planning and Investments.
• Strong analytical and problem-solving abilities.

Responsibilities

• Assist in preparation and follow-up of client meetings.
• Support in analysing clients’ arrangements and preparing recommendations.
• Liaise with client services team for efficient new business processing.

Skills

Attention to detail

Organisational skills

Interpersonal skills

Analytical mindset

Proactive attitude

Microsoft Office

CRM systems

Education

RO1 & RO5 minimum

Tools

Salesforce

Job description

A financial services firm in Ipswich is seeking an Associate Financial Adviser to support an experienced adviser and assist with client meetings and research. This full-time internship role focuses on developing client relationships, regulatory compliance, and technical skills in financial planning. Ideal candidates should have strong organisational abilities and interpersonal skills. Over time, there will be opportunities to take on greater client management responsibilities.