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Financial Planning Associate

3 months ago

Gloucester, Gloucestershire, United Kingdom Anderson Recruitment Full time
Join Our Team as a Financial Planning Associate

This is a unique opportunity to become part of a distinguished organization that values both its clients and its employees.

About Us: Anderson Recruitment is a well-regarded, privately owned firm specializing in Chartered Financial Planning. We are committed to delivering exceptional wealth management solutions tailored to our clients' needs.

Your Role: As a Financial Planning Associate focusing on pensions management, you will play a crucial role in assisting our clients with their financial goals. Your responsibilities will include:

  • Providing expert advice on pension schemes and retirement planning.
  • Collaborating with senior financial planners to develop comprehensive financial strategies.
  • Ensuring compliance with regulatory requirements and industry standards.
  • Building and maintaining strong relationships with clients to foster trust and satisfaction.

What We Offer: We pride ourselves on creating a supportive and enriching work environment. Our team members benefit from:

  • Ongoing professional development and training opportunities.
  • A collaborative culture that encourages innovation and teamwork.
  • Competitive compensation and benefits package.

If you are passionate about financial planning and looking to advance your career in a reputable firm, we invite you to explore this opportunity with us.