Associate Financial Advisor

Parallel Wealth Management

Ipswich

On-site

GBP 20,000 - 30,000

Full time

14 days+

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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

Company Overview

Parallel Wealth Management Ltd manages wealth for individuals, families, and businesses through a team of experts providing financial advice and wealth management services. As an Appointed Representative of St. James's Place Wealth Management Plc, which is authorised and regulated by the Financial Conduct Authority, we advise solely on the Group's wealth management products and services. We prioritise client relationships and strive to work alongside clients to achieve their financial goals.

Job Overview

The Associate Financial Adviser plays a key supporting role within the advisory team, working closely with an experienced Financial Adviser to ensure the smooth running of all day-to-day client and business activities. This position offers the opportunity to develop the technical knowledge, client relationship skills, and professional qualifications required to progress towards full Financial Adviser status.

Key Responsibilities

Client Support: Assist in the preparation and follow-up of client meetings, including gathering relevant information, producing reports, and managing ongoing actions.
Research & Analysis: Support the adviser in analysing clients’ existing arrangements, conducting research across pensions, investments, and protection solutions, and preparing recommendations under supervision.
Administration Oversight: Liaise with the client services team to ensure efficient processing of new business, policy servicing, and client communications.
Compliance & Record Keeping: Maintain accurate client records and ensure all work meets regulatory and company compliance standards.
Learning & Development: Work through a structured training plan designed to develop both technical and advisory competencies, supported by mentoring and funded qualifications (e.g., Level 4 Diploma in Regulated Financial Planning).
Client Relationship Building: Gradually take on greater responsibility for client communication and management, developing trusted relationships under the guidance of the lead adviser.
Team Collaboration: Contribute to team initiatives, process improvements, and business development activities.

Skills & Attributes

Strong attention to detail and excellent organisational skills
Confident communicator with strong interpersonal ability
Analytical mindset and genuine interest in financial planning
Proactive and eager to learn, with a professional and positive attitude
Ability to work well under pressure and manage multiple tasks
Competent with Microsoft Office and CRM systems (e.g., Salesforce or equivalent)

Qualifications