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Associate Financial Planner - London (Hybrid) - Up to £45k

Clever-HR
Job LocationLondon
EducationNot Mentioned
Salary£35,000 - £45,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Job Title: Associate Financial ~PlannerLocation: London - Hybrid available after training & probation period.Salary: Up to £45,000 + Comprehensive Benefits, including financial support towards further professional qualificationsDue to continued growth this independent, highly regarded wealth management company, have a new and exciting opportunity for an Associate Financial Planner. This firm provide holistic financial advice to an elite portfolio of UHNW clientele and are dedicatedto providing exceptional financial advice.This position is ideal for an experienced, CII level four qualified or part qualified paraplanner who is looking for a genuine, progressive, career path into financial planning. Working in a pod of highly experienced professionals, you will be responsiblefor:Responsibilities:

  • Assist in the management of client relationships.
  • Prepare for (with assistance from Assistants / CSAs) and attend client meetings, where necessary, and deal with any related follow up on a timely basis including the meeting notes
  • Identify opportunities for additional chargeable work and referrals, and ensure charging is appropriate for the scope and complexity of the work.
  • Ensure the Client Take on process is completed by CSAs.
  • Manage the process of ensuring all the ancillary tasks associated with a report (such as transaction summaries, notional accounts, children’s Invested Asset Reports) are ready sufficiently in advance of the report delivery.
  • Draft or check pre-review emails.
  • Draft or check tax packs assigned to them such that they are all ready to be sent by the end of November.
  • Provide any Initial Reviews within 6 - 8 weeks of receipt of information from providers (including ensuring we have all information from the client and providers
  • Assist in management of sub-teams allocation of prospects.
  • Support more experienced members of the sub team in the identification and initiation of potential prospects.
Required skills
  • FE analysis
  • Financial Advice
  • Financial Planning
  • Investment
  • Paraplanning
  • Pensions
  • Report Writing
  • Suitability
  • Wealth Management
  • Cash Flow Forecasting

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