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Associate Financial Planner — Client-Focused & Cashflow Modelling
Job in
Alderley Edge, Cheshire, SK9, England, UK
Listed on 2026-06-10
Listing for:
Lime Professional Services
Full Time
position Listed on 2026-06-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant
Job Description & How to Apply Below
Lime Professional Services in Alderley Edge is seeking an experienced Associate Financial Planner to join their team. This role involves supporting Financial Planners with client meetings, producing suitability reports, and maintaining cashflow modelling records.
The ideal candidate will have strong technical knowledge in financial planning, excellent report-writing skills, and attention to detail. An environment that fosters professional development and client-focused strategies awaits you.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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