Financial Planning Associate
Gwent, South Wales
Permanent Contract
Salary: £38k Circa
Our Client
We are looking to recruit a Financial Planning Associate to join our clients expanding multi-business group which covers Financial Services and Estate Planning.
Job Description
The Financial Planning Associate is a vital role for our clients team, supporting their financial advisers to deliver consistently high-quality advice and exceptional client service.
The ideal candidate will play a key role across all stages of the financial planning journey, from technical research and report writing through to client interaction and adviser support. Whether youre attending client meetings or analysing complex product and investment documentation, no two days will be the same.
The Role
This is a varied, stimulating, and pivotal position within the business. Depending on your level of experience, responsibilities will include some or all the following:
Assisting with all aspects of the financial planning process
Producing high-quality suitability reports and supporting documentation
Researching and analysing products, investments, and planning strategies
Supporting advisers before, during, and after client meetings
Dealing with clients by phone and, where appropriate, face-to-face
Maintaining accurate client records across our back-office.
Preparing and maintaining client files in line with regulatory requirements
Take ownership of more complex cases and planning scenarios
Act as a technical reference point for advisers and other staff members.
Review work produced by others and help maintain quality standards
Strong technical knowledge across pensions, investments, protection, and broader financial planning.
About you
We can consider candidates at different stages of their paraplanning career. You may be earlier on your journey or already operating at a senior technical level.
To be suitable for this role, you will need:
Relevant financial planning qualifications e.g. CII Level 4 Diploma in Regulated Financial Planning (DipPFS)
Strong IT skills, with confidence using Microsoft Word and Excel, and the ability to pick up new systems quickly
A high level of attention to detail and a professional, client-focused approach
Enjoy working in a fast-paced environment
Be a team player as culture is very important for our client
Job Types: Full-time, Permanent
Work Location: In person
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