Financial Planning Associate

Description:

Working alongside experienced Financial Planners to deliver outstanding client outcomes through detailed research, analysis, and report preparation. You'll identify planning opportunities, prepare comprehensive suitability reports, conduct thorough fund research using FE Analytics, and maintain robust due diligence processes. Documentation compliance and team development are also key aspects of this varied role.

What We're Looking For:

• We need someone with at least two years of financial planning support experience within an IFA environment, ideally holding DipPFS or equivalent Level 4 qualifications.
• You should have broad product knowledge, excellent communication abilities, and strong collaborative skills.
• Experience with IFA systems and a commitment to service excellence are essential, alongside personal qualities of adaptability, enthusiasm, and integrity.