Associate Financial Planning

Job Purpose



To work in conjunction with the Financial Planning team to build and develop trusted relationships with current and potential clients. Where appropriate deliver Financial Planning and Wealth Management advice.

Key Responsibilities

• To look after and support client needs
• To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
• To ensure clients have the right advice to achieve their financial objectives
• To ensure client reviews are undertaken at least annually in line with clients’ changing risk attitudes and strategic requirements
• To work in partnership with Investment Management colleagues to develop client relationships
• Maintain the New Business Pipeline (NBP) and ensure ...