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Financial Planning Associate
2 months ago
A prominent financial advisory firm, recognized as a leader in the sector, is seeking to expand its team by hiring additional financial planning associates. This role offers the flexibility of remote work, allowing you to contribute from your preferred location.
Compensation Package
- Attractive salary range (£40k - £50k) along with comprehensive executive benefits and potential earnings.
About the Firm
- A well-established financial advisory practice.
Key Responsibilities
- Conducting thorough reviews for clients.
- Preparing detailed reports utilizing both standard templates and customized text.
- Performing extensive market research across various financial products.
- Collaborating effectively with team members to enhance service delivery.
- Staying informed on market trends and global economic conditions.
- Employing cash flow analysis and lifestyle planning techniques as necessary.
- Participating in client meetings as required.
Candidate Profile
- Preferably holds a Level 4 Diploma.
- Experience in servicing high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
- Proficient in report writing and conducting in-depth research.
Next Steps
- For a confidential discussion regarding this opportunity, please reach out through the provided contact methods.
