Financial Planning Associate

1 month ago

Epsom, Surrey, United Kingdom Burgh Recruitment Ltd Full time

Financial Planning Associate

Location - Epsom / Hybrid

Salary - Up to £45,000 (DoE)

About Us

Burgh Recruitment Ltd is seeking to enhance our dedicated team by bringing on board a knowledgeable Financial Planning Associate. Our firm is committed to delivering exceptional service to our clientele, assisting them in navigating a diverse array of investment and retirement options tailored to their financial aspirations.

Your Role

In this pivotal position, you will leverage your technical acumen to facilitate comprehensive research and analysis of various financial planning strategies. Your contributions will include the creation of compliant financial planning documentation for our Financial Advisors to present to clients.

As a Financial Planning Associate, you will serve as a primary resource for addressing technical inquiries. Your responsibilities will encompass:

  • Conducting thorough research to identify appropriate financial solutions.
  • Preparing detailed and insightful reports.
  • Collaborating with the Administration team to ensure accurate processing of business operations and timely updates to systems.

There may also be opportunities for you to participate in or lead client-facing meetings as needed.

Commitment to Excellence

You will consistently aim to produce well-structured and meaningful client reports that reflect your meticulous attention to detail and a deep understanding of client needs.

Qualifications

We look forward to welcoming a candidate who shares our dedication to providing top-tier financial planning services.

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