Financial Planning Associate

Job Description

We are seeking a meticulous and driven Financial Planning Associate to join our dynamic team in Portsmouth. The ideal candidate will play a key role in developing tailored financial plans to help clients achieve their long-term financial objectives. You will work closely with clients to gather information, assess financial situations, and create comprehensive strategies to meet their needs.

Responsibilities

• Assist clients in understanding complex financial concepts.
• Evaluate financial risks and provide recommendations.
• Coordinate with other departments to provide holistic finance solutions.
• Engage in ongoing professional development and training.
• Document client interactions and maintain confidentiality.
• Contribute to the development of new financial products and services.
• Participate in team meetings and share insights for improvement.
• Help in preparing marketing materials for the firm's offerings.

Requirements

Education

• Bachelor's degree in Accounting or Business Administration
• Masters in Finance is preferable

Experience

• 2+ years of relevant experience in financial planning or advisory roles

Technical Skills

• Risk Assessment
• Regulatory Knowledge

Soft Skills

• Analytical Skills
• Interpersonal Skills

Certifications

• FCA Certification
• Chartered Insurance Institute Qualification

Languages

• English: Fluent

Advantageous

• Proficiency in using Excel for financial modelling.: Ability to analyze financial data and create models in Excel.
• Understanding of retirement and estate planning strategies.: Knowledge of various strategies to plan for retirement and estate management.

Benefits

• Health insurance coverage, including mental health support
• Generous annual leave and paid holidays
• Employee assistance programs and wellness initiatives
• Career development and training opportunities

Company Culture

• Innovation at the Core: Creativity and bringing new ideas to the table are encouraged within our team culture.
• Work-Life Balance: We believe in maintaining a healthy work-life balance for our employees.
• Open Communication: We prioritize transparency and communication at all levels of the company.