Financial Planning Associate

Description:

We are currently working with an Investment Management firm who are looking to hire a Financial Planning Associate to join their team. The role will collaborate with the Financial Planning Specialists and Private Client Advisers for the firms private clients.

Role Duties Include:

• Creation of goals based financial plans and investment solutions for clients, incorporating pension, tax and investment disciplines solving the clients needs.
• Liaising with technical specialists within the team and Private Client Adviser’s in preparing and delivering financial plans, applying knowledge and skills you will acquire.
• Engaging with clients both personally and digitally in the end-to-end process from fact finding to presenting financial plans.
• Produce regular reviews of financial plans to meet the changing needs of our clients.