Job Title: Assistant Financial Advisor
About the Role:
The role of an Assistant Financial Advisor involves delivering seminars, providing one-to-one financial guidance to employees, and supporting regulated advisers in managing client portfolios.
Main Responsibilities:
* Deliver engaging financial education seminars, webinars, and podcasts on a wide range of financial topics.
* Support the development and improvement of educational content, including researching relevant and timely financial topics.
* Conduct one-to-one guidance calls with employees, offering support on occupational and private pension schemes, personal financial planning and protection, and goal-based financial planning.
* Collaborate with regulated financial advisers to provide administrative and technical support.
* Maintain client engagement through clear communication and proactive support.
* Manage adviser diaries and schedules using internal systems.
Requirements:
* Hold a QFA qualification or be working towards it.
* Experience in financial services, ideally with exposure to pensions, protection, investments, or employee benefit schemes.
* Confident presenter, with experience delivering educational content to various audiences.
* Excellent interpersonal and communication skills - able to explain financial concepts clearly and simply.
* Strong organizational skills and attention to detail.
* Proficient in MS Office and webinar platforms.
Skills:
Pension APA QFA Assistant Financial Advisor