Financial Planning Associate

4 days ago


Nottingham, Nottingham, United Kingdom Progeny Full time
Job Summary

We are seeking a highly skilled Financial Planning Associate to join our team in Nottingham. As a key member of our team, you will provide exceptional support to our Financial Planners, ensuring excellent client service and outcomes.

About the Role

In this role, you will be responsible for providing technical research, recommendations, and financial analysis to our Financial Planners. You will identify areas for planning with the Planners, undertake relevant research, and prepare documentation and comparisons for review. Your attention to detail and ability to interpret complex planning into clear reports will be essential in delivering high-quality work.

Responsibilities
  • Provide technical research and recommendations to Financial Planners
  • Identify areas for planning with the Planners
  • Undertake relevant research to identify suitable solutions
  • Prepare documentation and comparisons for review
  • Prepare draft suitability letters
  • Ensure changes to client portfolios are made accurately and promptly
  • Act as a point of contact for clients
  • Prepare client files for reviews
  • Attend client meetings with Planners (if necessary)
Requirements
  • Level 4 Diploma in Financial Planning
  • Experience in a financial planning technician or paraplanning role
  • Knowledge of provider products and services
  • Understanding of FCA suitability requirements
  • Excellent attention to detail and report writing skills
Working at Progeny

We are a forward-thinking firm that uses technology to deliver excellent client service. Our team is passionate about making good things happen, and we want to use our success as a catalyst for real change. We offer a supportive and collaborative work environment, with opportunities for growth and development.

What We Offer
  • A competitive salary: £40,000 - £50,000 per annum
  • A comprehensive benefits package
  • The opportunity to work with a dynamic and innovative team
  • Professional development and training opportunities


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