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Financial Planning Associate

2 months ago

Tunbridge Wells, Kent, United Kingdom Cooper Parry Full time
Financial Planning Associate

We are seeking a highly motivated and organized Financial Planning Associate to join our team in Tunbridge Wells. As a key member of our team, you will be responsible for managing and administering clients' assets, implementing new advice, and ensuring the accuracy and timeliness of client data.

Key Responsibilities:
  • Manage and administer clients' assets, including platform trading
  • Implement new advice and ensure its effective execution
  • Ensure the accuracy and timeliness of client data
  • Support the team in preparing, coordinating, and following up on client meetings
Requirements:
  • Working towards the Diploma in Regulated Financial Planning (desirable)
  • Previous experience working in administration for a Financial Planning firm or other financial services backgrounds
  • Ability to work in our Tunbridge Wells office a couple of days a week
What We Offer:
  • A supportive and collaborative team environment
  • Opportunities for professional development and growth
  • A flexible approach to hybrid working
  • An amazing wellbeing offering to support your physical, mental, spiritual, and financial health
  • Volunteering opportunities to work closer with local communities and charities

We are committed to diversity and inclusion and welcome applications from candidates from all backgrounds. If you have any questions or require accommodations during the application process, please do not hesitate to contact us.