Financial Planning Associate

Role Overview

**About the role **

An opportunity has arisen within our Private Clients division for a Financial Planning Associate on our Financial Planning Team. The role will collaborate with the Financial Planning Specialists and Private Client Advisers within our key client segments – Business owners and Individual & Family Wealth

• to produce bespoke goals-based financial plans catered specifically towards our client’s needs. Once an initial training period is completed, this role will provide exposure to client meetings while also developing technical expertise in financial planning. This role will provide a great insight into the wealth management industry with a focus on career progression.

In the role, the successful candidate will:

• Create goals based financial plans and investment solutions for clients, incorporating pension, tax, protection and investment disciplines to solve the client’s financial needs;
• Liaise with technical specialists within the team and Private Client Adviser’s in preparing and delivering financial plans, applying knowledge and skills you will acquire;
• Use internal cashflow modelling tools;
• Engage with clients both personally and digitally in the end-to-end process from factfinding to presenting financial plans;
• Continue to build upon segment specific solutions;
• Assist in the implementation of actions identified during the planning process;
• Produce regular reviews of financial plans to meet the changing needs of our clients;
• Contribute to the continuous improvement of our processes and solutions;
• Assist with the production of other client material;
• Project work as required;
• Contribution to content creation;
• Comply with the Risk and Compliance frameworks, policies and procedures associated with the role.

Requirements

About you

We are looking for somebody who has the following background and skills:

• Degree or Masters level qualification;
• Experience in a financial services firm desirable but not essential;
• Knowledge of or previous experience within pension, tax and/or investment disciplines desirable but not essential;
• QFA qualification (or willingness to complete)
• CFP qualification (or willingness to complete)
• A high level of proficiency in MS Word, Excel, Outlook and PowerPoint;
• Excellent attention to detail;
• Exceptional interpersonal skills, listening and communication skill with a high level of empathy.
• A flexible, positive attitude towards work;
• An ability to work effectively as part of a growing & energetic team;
• An ability to prioritise and manage own workload

Benefits

**What we offer **

At Davy, our people are our biggest investment. In today’s fast-moving world, we know it’s important to feel secure and empowered. That’s why Davy benefits support you through all of life’s stages, offering health and wellness, flexible working options, flexible benefits allowance, learning and development opportunities, through to assisted retirement planning.

**Health and Wellbeing **

Psychological safety, emotional wellbeing and support are a priority at Davy. We offer a comprehensive Employee Assistance Programme (EAP) and mental health first aid. Our Sports & Social teams promote physical wellbeing and social connection.

**Reward and Recognition **

We offer a competitive remuneration package to include salary, bonus, pension and a host of additional benefits to protect you and your family when it matters most.

**Growth and Development **

Our award-winning L&D function supports you and your growth at Davy. We offer a comprehensive range of professional and personal development opportunities. Our culture supports learning, and we encourage you to explore more at Davy.

**Positive Workplace **

Our workplace is inclusive, diverse, and offers everyone a sense of belonging. We are flexible and continue to support a hybrid working model. You will get to be your best at Davy.

**Values and Culture **

Exceptional client outcomes delivered by a world class team, underpinned by our core Davy values – One Team, Client Success, and Proud Legacy.