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Financial Planning Associate
3 months ago
Job Title: Financial Planning Associate
Industry: Wealth Management
Location: Uxbridge
Salary: £35,000 - £45,000 (negotiable based on experience)
Job Reference: 9005
Are you enthusiastic about financial planning? Ready to embark on a career in wealth management?
Position Overview:
Recruit UK is excited to present a remarkable opportunity for a dedicated Financial Planning Associate to join a vibrant, independent wealth management firm located in Uxbridge.
This firm prioritizes employee growth and fosters a collaborative environment, making it an ideal place for professional development.
Key Responsibilities:
- Conducting thorough research and analysis to support financial strategies.
- Preparing detailed reports and recommendations for clients.
- Assisting financial advisers in delivering exceptional service to clients.
Benefits:
- Competitive starting salary of £35,000 - £45,000 (higher salary negotiable based on experience).
- Company pension scheme.
- Flexible hybrid working arrangements.
- Opportunities for career advancement and professional growth.
- Pathway into financial advisory roles for interested candidates.
- Complimentary parking facilities.
- Engaging company social events.
Qualifications and Skills:
- A minimum of 1 year of experience in a financial planning role (essential).
- Possession of a Level 4 Diploma (candidates with 4 R0 exams completed will be considered).
- Strong written and verbal communication abilities.
About Recruit UK:
As experts in financial services recruitment, we offer unique insights and connections, whether you are seeking a new opportunity or looking to fill a role. With a network of over 100,000 financial services professionals, we are currently collaborating with a wealth management firm in Uxbridge for this Financial Planning Associate position.
Our Commitment to You:
- We promote equality, diversity, and inclusion in all our business activities.
- We begin every journey with a conversation to understand your needs.
- We provide honest feedback regarding your fit in the job market.
- We leverage our extensive network to connect you with your ideal position.
- We adopt a holistic approach to career satisfaction, recognizing that it encompasses more than just financial rewards.
- We cover the entire UK with a local touch through our regional teams.
- We respect your time and will not overwhelm you with communication.
Additional Information:
Please be aware that due to the high volume of applications, you will be contacted within 7 working days if your application is successful. If you do not hear from us during this time, please consider your application unsuccessful. However, we may retain your information for future opportunities that align with your skills and experience.
