💼 About This Role

You'll join a growing Chartered Financial Planning firm managing £850m for 3,500 clients, preparing review packs and suitability reports for financial advisers. You'll build cashflow models and conduct product research to support client financial plans. This role offers career growth in a rapidly expanding business.

🎯 What You'll Do

• Prepare annual review packs for client meetings
• Draft suitability reports using templated frameworks
• Carry out basic product and provider research
• Build and maintain cashflow models

📋 Requirements

• Hold a minimum of 2 R0 Exams
• Highly organised with strong accuracy focus
• Communicates clearly and confidently
• Manages time effectively and meets deadlines

✨ Nice to Have

• Willingness to develop technical knowledge
• Proactively asks questions

📨 Hiring Process

Estimated timeline: 2-3 weeks · AI estimate

1. 1Phone Screen· 30 min
2. 2Technical Assessment· 60 min
3. 3Face-to-Face Interview· 60 min