Financial Planning Associate - Plymouth

Career You've started your career in Financial Planning and are ready for the next step in a growing firm with big ambitions. You want to work with an ambitious management team, supporting our Financial Planners to deliver excellence for their high-net-worth clients.

Responsibilities

• About the role You will take ownership of client relationships from beginning to end and follow administrative tasks through to completion.
• Working with our Financial Planners, you will assist with processing new business and client reviews, diary management, liaising with clients and scheduling appointments.
• Your role will also involve preparing suitability reports, updating existing or creating new financial planning cash-flow reports, and producing, when required, tax and other calculations.
• You will conduct comprehensive financial research on products and investments using approved research tools.
• This is an integral role with a unique level of exposure to senior Financial Planners, supporting them to provide high-quality financial planning, with a focus on high-net-worth clients and exceptional client service.
• Proactively anticipate and support client needs, finding solutions for ad-hoc requests.
• Provide high-quality service to private clients, as a bedrock to the Financial Planners’ specialist financial planning services.
• Support Financial Planners with writing suitability reports and prepare detailed review presentation reports for key clients.
• Ownership of processes e.g. scheduling reviews, booking appointments, communication with clients and providers.
• Deliver against organisational key results and objectives, adding value to their achievement.
• Ensure comprehensive client records are accurate and up to date at all times.
• Provide Financial Planners with precise and thorough research and calculations.

Requirements

• Level 4 qualified or higher in Financial Planning with ambitions of becoming a Financial Planner.
• High level of knowledge and understanding of the processes and how a Financial Planning firm works.
• Good understanding of cash flow planning, financial planning research, and writing suitability reports.
• Excel skills – e.g. Pivot tables, VLookups.
• Experience of using a CRM (we use Xplan) .
• A professional and personable communicator who enjoys engaging with clients.
• Able to work to deadlines whilst producing accurate work.

Benefits

• Competitive Pension Scheme - we contribute 6%, you 3% 26 days holiday plus bank holidays
• Private Medical Insurance Life Assurance (4x) Group Income Protection Work From Anywhere policy
• Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.