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Investment Planning Specialist
3 months ago
Financial Planning Associate
Location - Epsom / Hybrid
Salary - Up to £45,000 (DoE)
Burgh Recruitment Ltd is seeking a knowledgeable Financial Planning Associate to enhance our dynamic team.
Our firm is recognized for its excellence and is committed to delivering superior service to our clientele, offering a diverse array of investment and retirement solutions tailored to achieve their financial aspirations.
In this role, you will leverage your technical acumen to facilitate and support the financial planning process by conducting thorough research and analysis of various financial strategies. Additionally, you will be responsible for generating compliant financial planning documentation for our Financial Advisors to present to clients.
As a Financial Planning Associate, you will serve as the primary resource for technical inquiries, with responsibilities that encompass the entire client experience. This includes:
- Conducting in-depth research to identify appropriate financial solutions.
- Creating comprehensive and insightful reports.
- Collaborating with the Administration team to ensure accurate processing of business and updates to systems.
There may also be occasions to participate in or lead client-facing meetings.
Your goal will be to consistently produce well-crafted and meaningful client reports that reflect your meticulous attention to detail and deep understanding of their requirements.
Financial Planning Associate Requirements
