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Financial Planning Associate
2 months ago
Are you an aspiring Financial Planning Associate eager to become part of a supportive Financial Services organization that prioritizes employee welfare? This company is committed to assisting you in obtaining further qualifications while offering a flexible working environment, attractive bonus structures, and generous holiday allowances.
In this role, you will have the chance to work with a client-centric financial advisory firm that takes pride in its tailored approach to financial solutions.
While immediate advancement opportunities may not be available, the organization fosters internal promotions and career growth.
This position is ideal for a Financial Planning Associate seeking to join a collaborative team that provides a hybrid work model, competitive bonuses, and ample vacation time, along with the chance to develop into a technical specialist.
KEY RESPONSIBILITIES:
- Drafting comprehensive reports that outline the consultant's recommendations for clients
- Conducting thorough research
- General paraplanning duties
- Hybrid work arrangement: 3 days remote, 2 days in-office (full-time in-office during onboarding) with working hours from 9:00 to 17:30 Monday to Thursday and 9:00 to 17:00 on Friday
By engaging with this opportunity, you acknowledge the terms and conditions, privacy policy, and disclaimers available on our website.