_{05th February, 2026}

Our client is a growing financial planning firm looking for an experienced Associate Adviser to join their continuously growing team. In this new role, you will be a key player in assisting the financial advisers in the delivery of high-quality advice to a range of clients.

Duties and Responsibilities

• Work closely with advisers and partners to coordinate the development and delivery of advice
• Attend meetings with advisers 
• Preparation of research and required documentation for client meetings
• Development of SoA & RoA for clients 
• Respond to and manage client communications
• Oversee client documents to ensure they are compliant and meet regulatory requirements
• Supervise the advice process internally to ensure it is delivered to a timely manner
• Provides guidance and mentorship to the client experience team
• Conducting initial assessments of potential client’s suitability for advice
• Working with advisers to ensure a smooth onboard for new clients

Skills & Experience

• 3-4 years previous industry experience
• Exceptional written and verbal communication skills
• Excellent knowledge of the financial planning industry
• Experience with financial planning software
• Broad knowledge of financial planning concepts, legislation and regulations

If this sounds like you, please apply via the link below

Apply For Job