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Financial Planning Associate

3 months ago

Cambridge, Cambridgeshire, United Kingdom Blakemore Recruitment Full time

Blakemore Recruitment is in search of a talented Financial Planning Associate to support a prestigious Independent Financial Advisory firm in Cambridge. This position provides significant opportunities for professional advancement within a team dedicated to excellence and exceptional client service.

As a Financial Planning Associate, your responsibilities will include:

  • Evaluating client circumstances, investment portfolios, and financial goals to develop comprehensive recommendation reports;
  • Providing technical, administrative, and research assistance to Financial Advisers;
  • Performing thorough research on various financial products available in the market;
  • Working in conjunction with the Regulatory & Technical team to ensure adherence to compliance standards;
  • Managing priorities and maintaining clear communication with advisers;
  • Fostering relationships with internal departments and external stakeholders;
  • Engaging in meetings and offering training support as necessary;
  • Keeping precise records of client interactions;
  • Contributing to special initiatives as required.

The ideal candidate will hold a CII Diploma in Financial Planning.

This role comes with outstanding benefits and is suited for individuals who are committed to delivering exceptional service and possess a strong work ethic.