Associate Adviser / Adviser Support (Pathway to Financial Adviser)

Launch Your Career as a Financial Adviser with Genuine Mentoring and a Clear Career Path

Are you currently working in financial planning and ready to take the next step towards becoming a Financial Adviser?

This is an outstanding opportunity to join a progressive, growing wealth management firm where you'll work directly alongside experienced advisers, attend client meetings, develop your technical knowledge and transition into your own client-facing adviser role.

If your long-term goal is to become an adviser, this role has been designed with that pathway in mind.

About the Opportunity

As the Adviser Support / Associate Adviser, you'll become the trusted second-in-command to a senior Financial Adviser, gaining exposure to every stage of the advice process while building the skills and confidence required to manage your own clients.

Rather than being limited to administration, you'll actively participate in client meetings, strategy discussions and ongoing advice delivery, giving you practical experience that will accelerate your development.

The business also embraces contemporary technology and AI-driven efficiencies, allowing you to spend more time learning, developing client relationships and focusing on higher-value work.

For the right person, there is a genuine pathway into a Junior Financial Adviser position.

What You'll Be Doing

- Supporting an experienced Financial Adviser with day-to-day client management

- Sitting in on client meetings and progressively becoming more involved in advice discussions

- Assisting with strategy implementation and ongoing client servicing

- Preparing for annual reviews and client meetings

- Liaising with clients and product providers

- Assisting with research and advice preparation





- Managing follow-up actions from client meetings

- Working closely with the wider advice team to deliver exceptional client outcomes

- Building the technical and relationship skills required to become a Financial Adviser

Your Career Path

This isn't simply another Adviser Support position.

You'll receive structured mentoring and exposure to every aspect of financial advice with the goal of progressing into a Junior Financial Adviser role.

Benefits include:

- Clear pathway into Professional Year (PY)

- Opportunity to transition into a Junior Adviser role

- Ongoing mentoring from experienced advisers

- Existing client relationships provided as your career develops

- Warm referrals and quality leads supplied

- Genuine long-term career growth within a supportive business

About You

We're looking for someone who is ambitious, personable and genuinely passionate about building a long-term career in financial planning.

You’ll ideally have:

- Experience working within a financial planning practice

- Experience supporting Financial Advisers, Associate Advisers or Client Service teams

- Exposure to Xplan or similar CRM software

- Excellent communication and relationship-building skills

- Strong organisational skills and attention to detail

- A genuine desire to become a Financial Adviser

- Relevant financial planning studies (completed or underway) will be highly regarded

What's on Offer

- Structured pathway into Professional Year

- Opportunity to become a Junior Financial Adviser

- Ongoing mentoring and career development

- Client meeting exposure from day one

- AI-enabled systems that streamline administration and implementation

- Warm leads and referral opportunities provided

- Supportive, collaborative team culture

- Long-term career growth with significant earning potential

Salary is dependent on experience.

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📌 Associate Adviser / Adviser Support (Pathway to Financial Adviser) (Ipswich)
🏢 Berritta Consulting
📍 Ipswich