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- Tasks: Assist in developing financial plans and provide tailored advice to clients.
- Company: Join Grimes & Company, a respected investment advisory firm in Metrowest.
- Benefits: Enjoy a full-time role with opportunities for professional growth and development.
- Why this job: Be part of a collaborative team that values strong client relationships and personal development.
- Qualifications: Bachelor’s degree required; prior financial planning experience or commitment to CFP certification preferred.
- Other info: Proficiency in Microsoft Office and financial planning software is a plus.
The predicted salary is between 28800 - 43200 £ per year.
Join our respected Metrowest Registered Investment Advisory firm as a Financial Planning Associate. In this role, you will assist with the development and expansion of our centralized financial planning department while serving as a trusted consultant for our team of advisors and their clients. Working closely with our Wealth Managers, you'll deliver comprehensive financial planning recommendations that ensure our clients receive tailored, sound advice to meet their unique needs.
We are seeking a detail-oriented, highly motivated individual with a passion for fostering strong client relationships. The ideal candidate will either have prior financial planning experience or be actively pursuing their CERTIFIED FINANCIAL PLANNER certification. Effective communication skills, the ability to work independently as well as collaboratively, and strong organizational abilities are essential for success in this role.
Job Responsibilities:- Conduct comprehensive client interviews to gather financial data and craft tailored strategies.
- Develop and implement personalized financial plans using in-depth research on investments, tax strategies, and estate planning.
- Cultivate a deep understanding of income taxation, estate planning, charitable giving techniques, education funding and insurance to provide our clients with the best possible advice.
- Maintain proactive communication through meetings, presentations, and regular reviews, ensuring exceptional client service.
- Prepare and deliver detailed financial reports and presentations, assisting senior advisors in a fast-paced environment.
- Partner with clients and their other advisors on recommended tax and estate planning strategies and remain informed of the latest developments in income and estate tax regulations.
- Ensure strict adherence to compliance policies and promptly address regulatory requirements.
- Utilize Microsoft Office and financial planning software to support analysis and reporting.
- Bachelor’s degree required, preferably in accounting, finance, economics, or a related field.
- 1-3 years of relevant industry experience.
- Prior financial planning experience is preferred; candidates without such experience should be committed to pursuing the CFP certification (or other relevant certifications).
- Will need to have or attain a Series 65 IAR.
- Proficiency in Microsoft Office and familiarity with financial planning software (e.g., MoneyGuidePro, eMoney) is a plus.
- Strong analytical, problem-solving, and organizational skills with a keen attention to detail.
- Excellent communication, presentation, and interpersonal skills with demonstrated emotional intelligence.
- Ability to work effectively both independently and collaboratively in a team-driven environment.
Financial Planning Associate employer: Grimes & Company
Contact Detail:
Grimes & Company Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Associate
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning and investment strategies. This will not only help you during interviews but also demonstrate your commitment to staying informed in a rapidly evolving industry.
✨Tip Number 2
Network with professionals in the financial planning field, especially those who are already working at Grimes & Company or similar firms. Attend industry events or join relevant online forums to build connections that could lead to referrals.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships or solved complex financial problems in the past. This will showcase your ability to provide tailored advice and build trust with clients.
✨Tip Number 4
Brush up on your presentation skills, as you'll need to deliver detailed financial reports and recommendations. Practising how to communicate complex information clearly and effectively will set you apart from other candidates.
We think you need these skills to ace Financial Planning Associate
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Financial Planning Associate position. Familiarise yourself with the skills needed, such as financial planning experience, communication skills, and proficiency in Microsoft Office.
Tailor Your CV: Customise your CV to highlight relevant experience and skills that align with the job description. Emphasise any prior financial planning experience or your commitment to pursuing the CFP certification, as well as your analytical and organisational abilities.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to build strong client relationships. Use specific examples from your past experiences to demonstrate how you can contribute to the team at Grimes & Company.
Proofread Your Application: Before submitting your application, carefully proofread all documents for spelling and grammatical errors. A polished application reflects your attention to detail, which is crucial for a role in financial planning.
How to prepare for a job interview at Grimes & Company
✨Know Your Financial Planning Basics
Make sure you have a solid understanding of financial planning concepts, including investments, tax strategies, and estate planning. Brush up on your knowledge of income taxation and charitable giving techniques, as these are crucial for the role.
✨Demonstrate Strong Communication Skills
Since this role involves working closely with clients and advisors, practice articulating your thoughts clearly and confidently. Prepare to discuss how you would handle client interactions and present financial plans effectively.
✨Showcase Your Organisational Abilities
Be ready to discuss how you manage multiple tasks and deadlines. Provide examples from your past experiences where your organisational skills led to successful outcomes, especially in fast-paced environments.
✨Prepare Questions for Your Interviewers
Think of insightful questions to ask about the company culture, team dynamics, and expectations for the Financial Planning Associate role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
