Vacant job

Are you a driven and curious team player who wants to help people create a sustainable financial future? Are you motivated by being part of a fast-growing company in independent financial advisory? Then the role of Associate at Lyra Financial Wealth could be your next step.

Lyra is a rapidly growing company driven by the goal of helping people achieve financial freedom. The team consists of fifteen dedicated employees who all share a vision of setting a new standard for financial advisory. Lyra is a partner-owned company and has been named a Gazelle company by Dagens Industri for two consecutive years.

About the role As an Associate, you play a key role in creating customer value. You support the advisors throughout the process, from preparation and follow-up of customer meetings to analysis and reporting. The role is varied and spans everything from data collection and financial analysis to regulatory checks and preparation of transaction documentation.

Examples of tasks:

• Build financial plans and cash flow analyses
• Prepare customer meetings with materials, analyses, and reports
• Collect and structure customer information from multiple systems
• Prepare comparison reports and second opinions
• Coordinate and follow up on transactions, request and evaluate quotes
• Work with compliance and ensure correct regulatory documentation
• Contribute to daily teamwork and support advisors in customer projects

About you We are looking for someone who is independent and flexible, and who is driven to create real value for the customer. You have strong analytical skills, curiosity, and a desire to develop. By working efficiently and systematically, you can meet both tight and recurring deadlines. You are a team player who values good collaboration and growing together with the team.

To succeed in the role, we hope you are detail-oriented and solution-focused, as well as accustomed to taking significant responsibility in your work. As a person, you have a good balance between humility and determination.

You have an academic degree and at least 1-2 years of relevant work experience, and you communicate fluently in Swedish and English, both spoken and written. You have excellent skills in the Office suite, particularly in Excel and PowerPoint.

Previous experience from, for example, banking, private equity, or similar is a plus but not a requirement – we place great importance on your personality and your willingness to develop within the industry.

Application We hope we have piqued your interest and that you are curious to learn more about the role. We are recruiting continuously, so please submit your application as soon as possible. We do not accept applications via email, but if you have specific questions about the position, feel free to contact the responsible recruiter Rakel Lilja at [email protected].