Our client partner is looking for a Junior Financial Planner and is willing to pay for the successful candidate to obtain a Certified Financial Planner accreditation and eMoney (https://emoneyadvisor.com/).
This is an exciting opportunity for a recent graduate of Accounting, Finance or Economics (or similar) or someone ready to further their financial career in a relevant and rewarding field.
Salary
50,000MKD NET
Working Hours
Monday to Friday
1200-2000 CEST
Hybrid working schedule
About the Client
Our client is a financial planning and investment firm providing comprehensive planning support for individuals and businesses in the US. They deliver tailored financial plans that meet diverse needs, from investment management to retirement planning.
Responsibilities
As a Junior Financial Planner, you will assist the Managing Director in developing and managing client financial plans, handling regulatory requirements, and supporting client relations. Specifically, you will:
Financial Planning Support
- Assist in the development and review of financial plans, covering goals such as investments, cash flow, retirement, and estate planning.
- Conduct financial analyses, including scenario modeling, risk assessment, and goal tracking, to provide actionable insights.
Compliance & Operations Support
- Track and manage compliance calendar deadlines, supporting regulatory adherence in collaboration with legal partners.
- Participate in quarterly compliance audits and annual reviews to identify and address compliance gaps.
- Maintain client documentation, CRM and update communication materials.
Client Relations Support
- Facilitate client onboarding, preparing welcome kits, service agreements, and compliance disclosures.
- Support ongoing client communication, providing quarterly performance reports and updates on market conditions.
- Schedule regular client check-ins and ensure response to inquiries within 48 hours.
Qualifications
- 1+ year of experience in financial planning, compliance, or a similar role
- Strong organizational and communication skills
- Knowledge of financial planning tools and CRM platforms
- Detail-oriented, with the ability to maintain accurate records and meet deadlines
Employment Benefits
- Private health insurance
- 20 days of annual leave
- Company-provided computer with 24/7 IT support
- Paid candidate referral program
- Remote work flexibility