Financial Planning Associate
4 weeks ago
Antony George Recruitment is seeking a highly skilled Financial Planning Associate to join their team. As a key member of the team, you will be responsible for supporting Financial Planners in developing and implementing financial strategies for clients.
Key Responsibilities- Collaborate with Financial Planners to create tailored financial plans and conduct technical research and calculations.
- Assist with client file management, technical queries, and process improvement.
- Support clients through key life events, ensuring they receive exceptional service.
To be successful in this role, you will need:
- A Diploma in Financial Planning (DipPFS) or equivalent qualification.
- Minimum 3 years' experience in financial planning.
- Strong technical knowledge and organisational abilities.
- Excellent attention to detail and accuracy.
We offer a competitive salary range of £31,000-£47,000 per annum, plus:
- 25 days annual leave.
- The week off between Christmas and New Year.
- Never work your birthday.
- Half a day off for personal appointments.
- Optional PMI.
- All exams and Training paid for.
- CII Membership paid for.
- NextGen Membership paid for.
- Car park season ticket paid for.
- 5% employer pension contribution.
- Profit share.
- 4x Death in Service.
- Electric car scheme.
- Flexible working arrangements available.
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