Job Title: Associate Financial Planner
Industry: Financial Planning
Location: Cardiff
Salary: £30,000 - £40,000 DOE
Job Reference: 9106
Job Description:
Recruit UK is working on a fantastic opportunity for an associate financial planner in Bristol to join one of the UK's leading and rapidly growing wealth management firms.
Our client are pioneers in the dual professional, Financial Planning, and Investment Management model and have a highly developed client proposition. Within this role you will work alongside the Senior Financial Planners to build and develop long lasting relationships with current and new clients.
Duties will include but not limited to:
- Build relationships and maintain them with new and existing clients
- Ensure you support clients to meet financial objectives
- Remain compliant and up to date with company policy
- Review clients portfolios annually in line with their changing risk attitudes
- Work alongside investment management colleagues to develop relationships
- Support clients online and via the phone in a timely manner
- Provide accurate coaching to clients on investments
Benefits:
- Salary bracket of £30,000 - £40,000 (depending on experience)
- Discretionary bonus
- Salary increase after probation and yearly
- Clients provided
- Career progression framework
- 25 days holiday + buy/sell scheme
- 5% pension contribution
- Medical insurance
- Exam funding and support
- Volunteering budget
Skills and experience required:
- Level 4 diploma completely through the CII (essential)
- Experience working within financial planning/mortgages
- Strong communication both verbal and written
- Experience managing and building client relationships