Financial Planning Associate

4 weeks ago


Burnley, Lancashire, United Kingdom Merje Full time

Key Responsibilities:

We are seeking a highly organized and detail-oriented Financial Planning Associate to support our Wealth Management team. As a Financial Planning Associate, you will be responsible for servicing existing business, platform-based work, and illustrations.

Key tasks include:

  • Providing regular contact directly with clients and wrap/platform providers;
  • Supporting advisers with analysing information and conducting basic research to produce high-quality outcomes;
  • Ensuring accurate and timely completion of tasks and projects.

Requirements:

We are looking for a motivated and proactive individual with excellent communication skills and a passion for financial planning. The ideal candidate will have a strong work ethic and be able to work effectively as part of a team.



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