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Financial Planning Associate

2 months ago

Edinburgh, Edinburgh, United Kingdom C&P Recruitment Full time
Position Overview

We are pleased to present an exceptional opportunity for a qualified Financial Planning Associate to become part of a prominent Wealth and Asset Management organization.

C&P Recruitment is proud to introduce this unique role on behalf of a well-respected and successful privately-owned Wealth Management entity.

Key Responsibilities:


• Collaborate closely with Independent Financial Advisors (IFAs) to assist in client-related tasks. Engage with IFAs and utilize Fact Find documentation to advance client projects.


• Conduct comprehensive market research to evaluate options for clients and determine the most suitable strategies for each individual.


• Maintain a thorough understanding of compliance and regulatory obligations to ensure adherence to the standards set by the Financial Conduct Authority (FCA).


• Generate clear and concise reports that articulate the rationale behind recommendations.


• Handle the submission of applications and resolve any issues that may arise to ensure timely and accurate completion of tasks.


• Prepare for client review meetings and create performance analyses, including cash flow projections.


• Provide support to the firm at industry events, client meetings, and in the development of junior staff.


• Review and provide feedback on individual reports.

This organization is actively seeking to attract and retain the right candidate, as there is a strong demand for this role.

For further details, please reach out to C&P Recruitment for more information.

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