Senior Financial Planning Associate

5 days ago


London, Greater London, United Kingdom Blakemore Recruitment Full time

Our client, a renowned provider of wealth management services, is seeking an experienced Senior Financial Planning Associate to join their team. Located in [location], this opportunity offers a competitive salary of £40,000 - £60,000 per annum.

About the Role

The successful candidate will be responsible for providing high-quality financial planning and administrative support to clients. This will include:

  • Requesting and reviewing all necessary information to produce detailed financial reports for discussion with senior advisors.
  • Conducting thorough research to identify suitable solutions that meet client needs.
  • Ensuring compliance with internal procedures and regulations.
  • Preparing draft recommendation reports for review and approval by senior advisors.
  • Maintaining accurate records on the company's back-office system.
  • Providing ongoing servicing to clients as needed.

This is an excellent opportunity for a motivated and detail-oriented individual to develop their skills and advance their career in the financial services industry.

About the Company

Our client is a well-established and respected organization in the financial services sector. They offer a supportive and collaborative work environment, with opportunities for professional growth and development.



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