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Financial Planning Associate
3 months ago
Job Title: Financial Planning Associate
Location: City of London
Salary: Up to £50,000 per annum (dependent on experience and education)
About The Firm:
Our client is a reputable independent financial advisory firm located in the City of London, committed to delivering outstanding financial planning and investment guidance to a varied clientele. The team is dedicated to crafting personalized strategies that empower clients to reach their financial aspirations.
Role Overview:
We are looking for a talented and driven Financial Planning Associate to become a vital part of our client's energetic team. The ideal candidate will be instrumental in assisting financial advisers by preparing thorough documentation, performing in-depth research, and ensuring clients receive exemplary service.
Key Responsibilities:
- Documentation Preparation: Generate detailed and compliant financial reports and suitability letters.
- Market Research: Execute comprehensive research on financial products and investment options.
- Client Engagement: Interact with clients to collect essential information and provide updates regarding documentation timelines.
- Technical Assistance: Act as a resource for technical inquiries from advisers and client service teams.
- Evaluation and Analysis: Conduct thorough reviews and analyses to support financial strategies.
