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Financial Planning Associate

2 months ago

Cardiff, Cardiff, United Kingdom Brook Street Full time £45,000
About the Role

Brook Street is collaborating with a distinguished financial advisory firm. This position offers a competitive salary of up to £45,000 annually, along with a performance-based bonus, and features a 4-day work week (Monday to Thursday).

Key Responsibilities
  • Prepare client cash flow projections and engage in financial strategy discussions.
  • Support Financial Advisors by analyzing meeting outcomes and providing informed recommendations.
  • Conduct thorough research and evaluate data to deliver customized financial solutions.
  • Draft personalized Suitability Letters and comprehensive Financial Planning reports.
  • Execute agreed-upon financial strategies and oversee client investment portfolios.
Qualifications

Applicants should possess:

  • Demonstrated experience in financial planning or a related sector.
  • Familiarity with financial planning software and analytical tools.
  • A commitment to ongoing professional development.
Benefits

We offer a range of benefits including:

  • Training and Development opportunities
  • Complimentary Parking
  • Summer Social Events
  • 24 Days of Annual Leave plus Bank Holidays
  • A week off between Christmas and New Year without affecting your holiday allowance

For further information, please reach out to our recruitment team.