Senior Financial Support Advisor

Senior Financial Support Advisor

Cwmbran, South Wales

Permanent

Salary: £40k

Overview

We are looking to recruit a Senior Financial Support Adviser to join our clients expanding multi‑business group which covers Financial Services and Estate Planning. The Senior Adviser is a vital role for our client’s team, supporting their financial advisers to deliver consistently high‑quality advice and exceptional client service.

Responsibilities

• Assisting with all aspects of the financial planning process
• Producing high‑quality suitability reports and supporting documentation
• Researching and analysing products, investments, and planning strategiesSupporting advisers before, during, and after client meetings
• Dealing with clients by phone and, where appropriate, face‑to‑face
• Maintaining accurate client records across our back‑office.
• Preparing and maintaining client files in line with regulatory requirements
• Take ownership of more complex cases and planning scenarios
• Act as a technical reference point for advisers and other staff members.
• Review work produced by others and help maintain quality standards

Qualifications

• 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 quickly
• A high level of attention to detail and a professional, client‑focused approach
• Enjoy working in a fast‑paced environment
• Be a team player as culture is very important for our client

Strong technical knowledge across pensions, investments, protection, and broader financial planning.

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