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- £35,000 - £42,000pa
- Ongoing professional development and training
- Supportive and collaborative work environment
- Opportunities for career progression
- Conduct in-depth analysis of client financial information to support personalized financial plans and investment strategies.
- Prepare comprehensive financial reports and presentations for client meetings.
- Work closely with financial advisors to develop and implement tailored investment strategies.
- Monitor and review client portfolios to ensure alignment with their goals and risk tolerance.
- Stay updated on industry trends and regulations to maintain compliance.
- Assist with client onboarding and ongoing account maintenance, addressing inquiries promptly and accurately.
- Continuously identify opportunities to streamline processes and enhance the client experience.
- Bachelor's degree in Finance, Economics, or a related field.
- Minimum of 3 years of experience in financial planning or a similar role.
- Strong knowledge of investment products, strategies, and financial analysis tools.
- Strong analytical and problem-solving abilities.
- Excellent written and verbal communication skills.
- Meticulous attention to detail and accuracy.
- Ability to work effectively both independently and as part of a team.
- Industry-relevant certifications (e.g., CFP, CFA) preferred.
