Framework Design Agency

Financial Planning and Analysis

• Manage client data and information, ensuring it is current and accurate
• Communicate and interact regularly with clients and internal teams
• Administer engagement of new clients and servicing of existing clients
• Help prepare, coordinate and follow up for client meetings
• Manage a varied workload
• Ensure an overall excellent client experience
• Work as a full-time Client Services Assistant while developing a career in financial planning
• Attend an Assessment Centre at the East Midlands (Sky View) office on 9 December if successful

Explore Financial Planning Graduate at Framework Design Agency. Review requirements and application details.

Financial Planning Graduate

• Work as a full-time Client Services Assistant while developing a financial planning career
• Maintain accurate and up-to-date client data and information
• Communicate and interact regularly with clients and internal teams
• Administer engagement of new clients and servicing of existing clients
• Prepare, coordinate and follow up for client meetings
• Manage a varied workload
• Deliver an excellent overall client experience
• Attend an assessment centre at the East Midlands (Sky View) office on 9 December if successful

Explore Financial Planning Trainee at Framework Design Agency. Review requirements and application details.

Financial Planning Trainee

• Join Cooper Parry Wealth as a Client Services Assistant while developing a financial planning career
• Maintain accurate and up-to-date client data and information
• Communicate and interact regularly with clients and internal teams
• Administer the engagement of new clients and service existing clients
• Help prepare, coordinate and follow up on client meetings
• Manage a varied workload
• Deliver an excellent overall client experience
• Work toward achieving the Diploma in Regulated Financial Planning

Open roles

Financial Planning Graduate

Financial Planning Trainee

Financial Planning Graduate