Financial Planning Associate
4 weeks ago
Financial Planning Associate
Competitive Salary up to £38,000
Location: Nottingham
NJR Recruitment is thrilled to collaborate once again with a reputable Wealth Management firm that has been dedicated to assisting clients in enhancing, safeguarding, and transferring their wealth for over twenty years. This organization is committed to maintaining a transparent, approachable, and personable demeanor, serving as a reliable partner in a complicated financial landscape.
Key Responsibilities:
- Provide comprehensive support to financial advisors in the planning process.
- Assist in the preparation of financial plans and investment strategies.
- Engage with clients to understand their financial goals and objectives.
- Conduct research on financial products and market trends.
Join a team that values integrity and professionalism while offering expert guidance to clients navigating their financial journeys.
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