Financial Planning Associate

1 day ago


Nottingham, Nottingham, United Kingdom Brewin Dolphin Full time

We are looking for a skilled and experienced Financial Planning Associate to join our Nottingham office on a permanent basis. As a key member of our team, you will be responsible for supporting our Financial Advisers and Planners in managing client relationships and delivering exceptional service.

Responsibilities:
  • Provide administrative support to our Financial Advisers and Planners in managing client relationships and delivering exceptional service.
  • Monitor performance and work throughputs to ensure high standards are maintained and deadlines are met.
  • Comply with regulations and principles applicable to the role and company policies and procedures.
  • Maintain a broad understanding of core Financial Planning solutions and be able to analyse client aims and needs to construct effective solutions.
  • Produce robust financial plans and analytical information under the supervision of more senior team members.

In return for your hard work and dedication, we offer a competitive salary of £38,000 - £48,000 per annum, depending on experience, along with a range of benefits including company pension, cycle to work scheme, employee discount, health and wellbeing programme, private medical insurance, and sick pay.



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