Financial Guide
Your Money Line
Job Level
JuniorMid-Level
About the role
- An opportunity has arisen within our Private Clients division for a Financial Planning Associate on our Financial Planning Team. The role will collaborate with the Financial Planning Specialists and Private Client Advisers for our private clients within our key client segments – Business owners, Professionals & Executives and Lifestyle Solutions to produce bespoke goals-based financial plans catered specifically towards our client’s needs. Once an initial training period is completed, this will be a client facing role and will provide a great insight into the wealth management industry with a focus on career progression.
- In the role, the successful candidate will:
- Create goals based financial plans and investment solutions for clients, incorporating pension, tax and investment disciplines solving the clients needs.
- Liaise with technical specialists within the team and Private Client Adviser’s in preparing and delivering financial plans, applying knowledge and skills you will acquire.
- Use internal cashflow modelling tools.
- Engage with clients both personally and digitally in the end-to-end process from factfinding to presenting financial plans.
- Continue to build upon segment specific solutions.
- Assist in the implementation of actions identified during the planning process;
- Produce regular reviews of financial plans to meet the changing needs of our clients;
- Contribute to the continuous improvement of our processes and solutions;
- Assist with the production of other client material;
- Project work as required
- Contribution to content creation
- Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.
Requirements
- Degree or Masters level qualification;Knowledge of or previous experience within pension, tax and/or investment disciplines desirable but not essential;QFA qualification (or willingness to complete);CFP qualification (or willingness to complete);A high level of proficiency in MS Word, Excel, Outlook and PowerPoint;Excellent attention to detail;Exceptional interpersonal skills, listening and communication skill with a high level of empathy.;A flexible, positive attitude towards work;An ability to work effectively as part of a growing & energetic team;An ability to prioritise and manage own workload
