Financial Planning Associate
3 weeks ago
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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