Financial Planning Associate

3 weeks ago


Norwich, Norfolk, United Kingdom Service Service Full time

Overview: Our client, a prominent player in the financial services sector, is seeking a knowledgeable Financial Planning Associate to enhance their well-regarded Financial Advisory team. This position offers a remarkable chance to be part of a dedicated group of wealth management and retirement planning experts.


About the Company: Recognized as one of the leading employers in the region, our client is committed to fostering both personal and professional growth among their employees. They have a proven track record of supporting the development of their team members.


Key Responsibilities:

  • Provide essential assistance to Financial Advisors by conducting thorough research on financial products, investment strategies, and planning solutions.
  • Perform tax calculations and prepare comprehensive financial planning reports and recommendations, ensuring technical support is readily available.
  • Engage in research and report writing, delivering compliant documentation and suitability letters.
  • Establish and nurture strong relationships with financial institutions.
  • Continuously enhance knowledge across all facets of financial planning.
  • Develop a client portfolio, catering to both existing and prospective clients as necessary.
  • Demonstrate proficiency in financial planning technical skills.
  • Possess a Financial Planning Certificate.


Benefits:

  • Generous annual leave of 25 days.
  • Health cash plan to support well-being.
  • Annual salary review to recognize performance.
  • Participation in an annual group bonus scheme.
  • Opportunities for regular social events to foster team camaraderie.


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