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Associate Adviser – Personal Injury and Court of Protection

Locations -

London

The Role

The purpose of this role is to work alongside our experienced Personal Injury and Court of Protection team to refine your skills and knowledge within financial advice.

You will be focused and determined to become a qualified Financial Adviser and work alongside established professionals to obtain experience within our industry.

Working alongside our senior managers and experienced advisers, you will attend meetings with existing and prospective clients and assist advisers in the preparation of financial advice. After a successful training period you will advise and manage your own client relationships independently.

Responsibilities

  • Work alongside Senior PICOP Advisers (Personal Injury and Court of Protection) to gain knowledge and experience
  • Provide holistic financial planning to prospective and existing clients
  • Compile accurate investment reports that reflect client requirements and meet internal business standards
  • Undertake regular fact-finding, presentations and service review meeting with clients
  • Maintain and ensure client files are kept up to date
  • Hold review meetings with clients and feeding back on existing arrangements and reassess the ongoing suitability of the financial planning solution.
  • Strive to recognise new business opportunities
  • Follow up on all enquiries in a timely manner
  • Generate a business pipeline level sufficient to meet your business targets
  • Ensure on-going continuous professional development

Expereince and Skills

  • Have employment experience in within a paralegal or financial paraplanning capacity
  • Have experience working in a voluntary capacity to support further demonstrating empathy and undesrstanding
  • Be articulate, empathetic and have an eagerness to learn
  • Be driven to secure the level 4 Diploma in Financial Planning

Our Values

  • Be Reliable
  • Think Independently
  • Create Confidence

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