Base pay range
£35k-£40k with executive benefits and earnings. The actual pay will be based on skills and experience — talk with your recruiter to learn more.
The company
* A leading national practice in the Financial Planning sector.
Role
* Undertaking reviews for clients
* Preparation of reports, both from standard paragraphs and free text
* Und undertaking whole of the market research
* Working on a collaborative basis with the rest of the team
* Keeping up to date on market positions and global situations
* Using cash flow modelling and lifestyle planning as required
* Attending client meetings as required
The candidate
* Experience of working with HNW and UHNW clients
* Writing reports and undertaking research
Next steps
* Contact via email below for confidential discussion and review of opportunity and process
Seniority level
* Associate
Employment type
* Full-time
Job function
* Finance
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