Financial Planning Associate

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Job Description

Fenrir Financial is seeking a suitably qualified and experienced Financial Planning Associate to join its team. The successful candidate will support the delivery of financial planning services and will be responsible for preparing and analysing financial information and documentation to support client financial planning and recommendations.

Key Responsibilities

• Preparing information and documentation of financial recommendations.
• Preparing, reviewing and analysing annual client reviews.
• Working with Voyant financial planning software to support financial planning and cashflow analysis.
• Analysing clients’ financial information, including income, expenditure, assets, liabilities and financial objectives.
• Preparing and maintaining financial plans, cashflow projections and supporting spreadsheets.
• Supporting the overall financial planning process and preparing relevant client documentation.
• Working with and analysing investment, pension and other financial data to support financial planning and client recommendations.
• Maintaining accurate and up-to-date client and financial information.
• Assisting with the preparation of documentation required for client meetings

Essential Requirements

• A minimum of 2 years' relevant experience within the financial services or financial planning sector.
• An MSc in Finance and Accounting or a closely related qualification.
• A recognised Qualified Financial Adviser (QFA) qualification.
• Experience in preparing financial recommendations and supporting annual client reviews.
• Experience using Voyant financial planning software and preparing financial plans and cashflow projections.
• Strong analytical and numerical skills.
• Experience working with investment, pension and other financial information.
• Excellent organisational skills and attention to detail.
• The ability to handle confidential client information professionally.