Financial Planning Associate

2 weeks ago


Chester, United Kingdom Lime People Search & Select Ltd Full time

Lime People Search & Select Ltd is seeking a dedicated Financial Planning Associate to join a prestigious Chartered Financial Advisory firm. This role is essential in assisting Financial Advisers by evaluating client investment portfolios, delivering technical assistance, and crafting detailed financial strategies.

  • Conduct thorough evaluations of client investment portfolios
  • Offer technical assistance to Financial Advisers
  • Perform various financial calculations
  • Collaborate with Advisers to research and formulate suitable advice
  • Draft Recommendation Reports and associated documentation
  • Ensure adherence to compliance protocols and maintain high standards of client service
  • Communicate effectively with product providers and clients
  • Stay updated on financial products and market trends

Candidate Profile: We are looking for a qualified Financial Planning Associate with approximately 3-4 years of relevant experience. However, candidates who are currently pursuing their Diploma will also be considered. The position offers a competitive salary and an attractive benefits package:

  • Full-time employment
  • Salary up to £38,000 annually
  • 20 days of annual leave plus bank holidays
  • Annual salary review
  • Flexible working hours
  • Group Pension scheme
  • Opportunities for training and career advancement
  • Sponsorship for financial advice qualifications
  • Study days for examinations
  • Complimentary financial advice support
  • Cycle to Work Scheme
  • Company-sponsored social events


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