Senior Financial Support Advisor

Job Description

Senior Financial Support AdviserCwmbran, South WalesPermanent - HybridSalary: Circa £50kOur ClientWe are looking to recruit a Senior Financial Support Adviser to join our clients expanding multi-business group which covers Financial Services and Estate Planning.Job DescriptionThe Senior Adviser is a vital role for our clients team, supporting their financial advisers to deliver consistently high-quality advice and exceptional client service.The ideal candidate will play a key role across all stages of the financial planning journey, from technical research and report writing through to client interaction and adviser support. Whether youre attending client meetings or analysing complex product and investment documentation, no two days will be the same.The RoleThis is a varied, stimulating, and pivotal position within the business. Depending on your level of experience, responsibilities will include some or all the following:Assisting with all aspects of the financial planning processProducing high-quality suitability reports and supporting documentationResearching and analysing products, investments, and planning strategiesSupporting advisers before, during, and after client meetingsDealing with clients by phone and, where appropriate, face-to-faceMaintaining accurate client records across our back-office.Preparing and maintaining client files in line with regulatory requirementsTake ownership of more complex cases and planning scenariosAct as a technical reference point for advisers and other staff members.Review work produced by others and help maintain quality standardsStrong technical knowledge across pensions, investments, protection, and broader financial planning.About youWe can consider candidates at different stages of their paraplanning career.

You may be earlier on your journey or already operating at a senior technical level.To be suitable for this role, you will need:Relevant financial planning qualifications e.g. CII Level 4 Diploma in Regulated Financial Planning (DipPFS)Strong IT skills, with confidence using Microsoft Word and Excel, and the ability to pick up new systems quicklyA high level of attention to detail and a professional, client-focused approachEnjoy working in a fast-paced environmentBe a team player as culture is very important for our clientTPBN1_UKTJ