The Company

Our client is a boutique Wealth Management company, highly recognised with a fantastic reputation.

The Role:

This is a great junior level opportunity for an ambitious candidate that wants to progress their career within Financial Planning. The successful candidate will be fully supported in taking Financial Planning exams and will ideally already have a minimum of 6 months – 1 year of Financial Planning support experience.

The Financial Planning Associate will confidently work alongside all members of the Financial Planning Support Team to undertake all aspects of client administration.

The Financial Planning Associate is to carry out various Financial Planning Administration tasks with regards to the submission and monitoring of any new Financial Planning business placed with pension and insurance providers including client record creation such as management and storage. As well as the inputting of any client data and change request processing.

The Financial Planning Associate is to prepare Client Information including compiling valuations, relevant performance data and documentation for client meetings.

The Financial Planning Associate will prepare client specific illustrations key features documentation and application forms for client completion, using XPlan to manage workflow.

The Financial Planning Associate will handle the incoming post, participate in the development and implementation of procedures. As well as dealing with written and telephone enquiries, covering team members when they are absent, and any ad hoc project work to assist the Financial Planning Team Support Manager.

The Candidate

6 months – 1 years Financial planning / Wealth planning support experience

A strong interest to develop a career in Financial Planning / Wealth Planning

A eagerness to complete financial planning exams

Strong A levels or Graduate calibre

Excellent verbal communication skills

Experience using Xplan would be highly beneficial

Ability to work in a fast-paced environment, frequently to tight deadlines.