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Financial Planning Associate

2 months ago


Birmingham, Birmingham, United Kingdom Recruit UK | Certified B Corp™ Full time

Position Title: Diploma Qualified Financial Planning Associate

Location: Birmingham

Compensation: Up to £46,000

Reference Code: 15287

Are you looking to elevate your career as a financial planning associate and envision yourself in a dynamic role?

Do you aspire to be part of an organization that fosters your professional development?

An exceptional opportunity has emerged to join one of the UK's foremost providers of discretionary wealth management in our client's contemporary Birmingham office. If you thrive in a vibrant urban setting and are eager to partner with an ambitious employer to propel your career in financial planning, your search ends here.

This role not only offers a competitive remuneration package but also includes a range of attractive benefits.

What you can expect:

  • A supportive and flexible work environment, allowing you to tailor your work style
  • Generous leave policy with 25 days of paid vacation, in addition to public holidays
  • Prioritization of your health and wellness
  • Comprehensive private dental and medical coverage
  • Discounted gym memberships
  • Access to an employee assistance program
  • Commitment to your career progression, with dedicated coaching and mentorship from our in-house experts

Required Skills and Qualifications:

  • CII Level 4 Diploma in Regulated Financial Planning or equivalent
  • Strong attention to detail, accuracy, and numeracy
  • Effective communication skills, both verbal and written
  • A collaborative and inclusive work ethic

If this opportunity resonates with you, please reach out to Recruit UK for further information.