Financial Planning Associate
4 weeks ago
Company Overview:
At Rathbones Group Plc, we pride ourselves on creating a fulfilling workplace. Our commitment extends to investing in the futures of our employees, fostering an environment where talent can thrive. We are dedicated to supporting your career journey with defined pathways for advancement and opportunities to participate in our collective success.
Position Overview:
Title: Financial Planning Associate
Department: Financial Advisory Services
Location: Newcastle
Employment Type: Permanent
Key Responsibilities:
- Assist in the preparation of comprehensive financial plans for clients.
- Collaborate with financial advisors to ensure client needs are met.
- Conduct research and analysis to support financial recommendations.
- Maintain up-to-date knowledge of financial products and regulations.
Qualifications:
We seek individuals who are detail-oriented, possess strong analytical skills, and have a passion for helping clients achieve their financial goals.
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