Financial Planning Associate

24 hours ago


Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time

About the Role

The Recruitment Group is seeking a highly skilled Financial Planning Associate to join our team in Leicestershire. As a key member of our financial planning department, you will play a crucial role in analysing clients' requirements and developing cash flow models.

Main Responsibilities

  • Fully analyse clients' requirements to develop accurate cash flow models.
  • Research and analyse financial products to meet client objectives.
  • Construct comprehensive financial planning solutions.

Requirements

  • Strong analytical skills with ability to work with complex data.
  • Excellent communication skills to effectively interact with clients and colleagues.
  • Possess a strong understanding of financial products and services.

Salary and Benefits

We offer a competitive salary of £35,000 (negotiable on experience) and a range of benefits including opportunities for career growth and professional development.



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