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Financial Planning Associate

1 month ago

Ingatestone, Essex, United Kingdom Blakemore Recruitment Full time

We are seeking a skilled Financial Planning Associate to join our team in Braintree. This is an exciting opportunity for a motivated individual to support the delivery of high-quality financial planning services to clients.

About the Role

This role will involve working closely with our experienced team of planners to provide exceptional client service and support the development of comprehensive financial plans.

Key Responsibilities
  • Analyzing client data and creating cashflow models to inform financial planning decisions
  • Assisting with research and analysis to ensure accurate and informed recommendations
  • Contribute to report writing and presenting findings to clients
  • Supporting the preparation for and attending client meetings, ensuring effective communication and engagement
Requirements

To be successful in this role, you will possess:

  • A level 4 Diploma qualification or be working towards it
  • A keen interest in progressing towards Chartered status
  • Excellent analytical and problem-solving skills, with attention to detail
  • Strong written and verbal communication skills
  • Familiarity with cashflow planning software, preferably Truth
Benefits

This role offers a competitive salary, ranging from £25,000 to £35,000 depending on experience, as well as opportunities for career growth and professional development within a prestigious firm.