Parallel Wealth Management Ltd manages wealth for individuals, families, and businesses through a team of experts providing financial advice and wealth management services. As an Appointed Representative of St. James's Place Wealth Management Plc, which is authorised and regulated by the Financial Conduct Authority, we advise solely on the Group's wealth management products and services. We prioritise client relationships and strive to work alongside clients to achieve their financial goals.
The Associate Financial Adviser plays a key supporting role within the advisory team, working closely with an experienced Financial Adviser to ensure the smooth running of all day-to-day client and business activities. This position offers the opportunity to develop the technical knowledge, client relationship skills, and professional qualifications required to progress towards full Financial Adviser status.
Internship
Full-time
Finance and Sales
#J-18808-LjbffrAssociate Financial Advisor • Ipswich, England, GB
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