Finance Associate

3 days ago

Grantham, Lincolnshire, United Kingdom Prestige IFA Jobs Full time
About Prestige IFA Jobs

Our highly regulated client is dedicated to providing comprehensive financial planning solutions that cater to the diverse needs of their clients. With a strong team and robust regulatory framework, they offer a wide range of services including advice, asset management, client servicing, administration, and compliance. Their commitment to excellence has enabled them to establish a strong presence in various European countries, including Austria, Belgium, Bulgaria, Cyprus, Czech Republic, Finland, France, Germany, Greece, Ireland, Italy, Luxembourg, Netherlands, Norway, Poland, Portugal, Slovakia, Spain, Sweden, Slovenia, and Romania.

Compensation and Benefits

As a Finance Associate at Prestige IFA Jobs, you can expect a highly competitive salary based on your performance. Our banding system rewards dedication and hard work by building long-term client relationships. Additionally, you will be entitled to a flexible pension plan, generous fringe benefits with full administration and technical support, tax-deductible travel and general business expenses, and discounts on insurance products, savings plans & mortgage products.

Job Description and Requirements

We are seeking a skilled Finance Associate to join our team. The successful candidate will have a strong background in finance and be able to provide expert advice to clients on their financial planning needs. Key responsibilities include:

  • Providing personalized financial planning solutions to clients
  • Maintaining accurate records and reporting to senior management
  • Collaborating with internal teams to deliver high-quality services to clients

To succeed in this role, you will need to possess excellent communication and interpersonal skills, a strong analytical mind, and the ability to work effectively in a fast-paced environment. A competitive salary of £60,000 - £80,000 per annum reflects the importance we place on attracting and retaining top talent.

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