Senior Financial Analyst
2 weeks ago
Are you looking for a rewarding career in finance? Robert Walters is seeking a talented Junior Financial Advisor to join our team.
We offer a competitive salary of £27,000 per annum and a comprehensive benefits package, including opportunities for professional development and training.
In this role, you will assist Senior Advisors in client meetings, prepare financial analyses, and research investment opportunities. You will also shadow Senior Financial Advisers to gain knowledge and experience.
Key responsibilities include:
- Preparing financial analyses, including cash flow projections, retirement planning, and investment portfolio reviews;
- Researching investment opportunities and assisting in developing investment strategies tailored to clients' needs and risk profiles;
- Staying informed about market trends, economic developments, and regulatory changes that may impact clients' financial plans;
- Collaborating with other team members to ensure a seamless client experience and adherence to compliance standards;
To be successful in this role, you will need to have:
- Experience within pensions;
- A full Diploma in Financial Planning or working towards (or equivalent);
- Proactive and able to network and generate clients;
- Minimum 6-12 months experience in Pensions;
Join our dynamic team in vibrant Manchester city centre offices and take the first step towards a fulfilling career in finance
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