Financial Planning Associate
3 weeks ago
We are seeking a highly motivated and experienced Financial Planning Associate to join our team. As a key member of our team, you will play a vital role in supporting Financial Advisers and contributing to the growth of our business.
The successful candidate will be responsible for producing comprehensive suitability reports, writing suitability letters, and preparing illustrations for various products. You will also be expected to maintain strong relationships with clients and colleagues alike, while ensuring that all cases are progressed smoothly and efficiently.
Key Responsibilities:
- Deliver high-quality suitability reports and letters to meet client needs.
- Collaborate with internal teams to ensure smooth case progression.
- Develop strong relationships with clients and colleagues alike.
- Maintain up-to-date knowledge of regulatory requirements and best practices.
- Contribute to business development initiatives to drive growth and revenue.
Requirements:
- Relevant qualifications and experience in financial services.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Proficiency in MS Office and other relevant software.
£40k - £50k per annum, depending on experience.
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