Hybrid Associate Financial Planner - Grow Your Impact

Applied Intuition Inc.; Greater London; Hybrid; GBP 40,000 - 45,000; Full time

Job summary

A financial services company in Greater London is seeking an Associate Financial Planner to help provide tailored financial advice and support to clients. This role allows for hybrid working and promises career progression into leadership or advisory roles. The ideal candidate will have a strong background in customer service, a solid understanding of financial products, and a genuine desire to help people manage their finances effectively. You'll work collaboratively with teams to enhance client experiences and support their financial goals.

Benefits

Hybrid working model

18 days work from anywhere

Share incentive plan

Pension scheme

Private medical insurance

Enhanced parental leave

Birthday day off

Qualifications

• Experience in customer facing role within financial services.
• Solid understanding of investing, pensions, and mortgages.
• Ability to handle complex customer inquiries with professionalism.

Responsibilities

• Meet with clients on video call to understand their goals.
• Provide tailored service to client needs.
• Identify trends and client pain points.

Skills

Customer service experience

Understanding of investing

Empathy and communication skills

Problem-solving skills

Education

Financial qualification or progression towards (CeMAP, ICA, CII)

Job description

A financial services company in Greater London is seeking an Associate Financial Planner to help provide tailored financial advice and support to clients. This role allows for hybrid working and promises career progression into leadership or advisory roles. The ideal candidate will have a strong background in customer service, a solid understanding of financial products, and a genuine desire to help people manage their finances effectively. You'll work collaboratively with teams to enhance client experiences and support their financial goals.