About The Role:
An exciting opportunity has arisen for a Financial Planning Associate within the Private Clients division for the 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.
Key Responsibilities:
· 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.
· Use internal cash flow modelling tools
· Engage with clients both personally and digitally in the end-to-end process from fact finding 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
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;
· Exceptional interpersonal skills, listening and communication skill with a high level of empathy
For more information please reach out to me directly [email protected] or 0872022512. #LI-RW
