Financial Planning Associate
4 weeks ago
We are collaborating with a distinguished and client-oriented Independent Financial Advisory (IFA) firm, committed to delivering customized financial guidance and solutions. This position is ideal for a seasoned Financial Planning Associate seeking greater responsibility and fulfillment in their role, as this organization prioritizes both client satisfaction and a positive workplace culture.
Our client is in search of a passionate and dedicated Financial Planning Associate to join their expanding team. In this pivotal role, you will provide essential support to Financial Advisers and fellow Associates, contributing significantly during a dynamic growth phase for the firm, reflecting the collective effort and commitment of the entire team.
Key Responsibilities:
- Collaborate closely with financial advisers to collect and analyze client information.
- Draft comprehensive and compliant suitability reports and recommendations.
- Perform thorough research and evaluation of financial products and services.
- Assist in organizing client meetings and ensure follow-up on any subsequent actions.
- Offer technical assistance to financial advisers on various financial planning issues.
Qualifications Required:
- Diploma in Financial Planning (or equivalent) or actively pursuing it.
- Demonstrated experience in a paraplanning capacity within an IFA environment is mandatory.
- In-depth understanding of financial products, investment strategies, and tax considerations.
- Exceptional analytical abilities and meticulous attention to detail.
- Proficient in utilizing financial planning software.
- Strong written and verbal communication skills.
What We Offer:
- Competitive salary up to £40,000, commensurate with experience and qualifications.
- Opportunities for professional development and training.
- A supportive and collaborative workplace atmosphere.
- Employee discount programs.
- Career advancement opportunities within the firm, whether towards advisory roles or management, based on your career aspirations.
- Social events such as summer and holiday parties.
- Flexible working hours to promote a healthy work-life balance.
- 25 days of annual leave plus public holidays.
- Options to buy and sell holiday days.
- Healthcare benefits.
Next Steps:
If you possess the necessary qualifications for this position, we encourage you to consider this opportunity further.
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