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ASSISTANT FINANCIAL PLANNER

Firm of independent Wealth Managers based in the City are looking to recruit an Assistant Financial Planner.

ASSISTANT FINANCIAL PLANNER

COMPANY

A highly reputable and established firm of independent Wealth Managers based in the City are looking to recruit an Assistant Financial Planner. The business specialise in providing award-winning financial planning and investment solutions to high net-worth individuals.
  
ROLE

The role of the Assistant Financial Planner is to assist the Senior Financial Planners/Financial Planners in the delivery of outstanding financial planning advice. This role will require preparation of client work within the team, provide training for junior staff and assisting in the development of service standards via internal projects.

MAIN RESPONSIBILITIES

· Assist with the preparation of outstanding financial advice on investments, pension planning, inheritance tax and estate planning, in an efficient manner
· Support Senior Financial Planners/Financial Planners to execute client relationship strategy
· Support the Senior Financial Planners/Financial Planners, to maintain strong relationships with clients, driving engagement and positive client outcomes
· To always ensure that the work undertaken complies with the regulatory and legal environment
. Support the development and execution of a client service strategy to ensure that existing clients are managed to the highest standards
· Where appropriate, engage with clients to build relationships
· Accurately manage and undertake the implementation of client advice with the support of Financial Planning Support
  
MINIMUM REQUIREMENTS

· Degree or equivalent qualification
· Must hold Diploma in Financial Planning and be working towards the Advanced Diploma.

EXPERIENCE

· Results-proven track record of exceeding goals
· Proven track record of delivery of outstanding work to advisory teams
· Proven track record of effectively drafting correspondence for clients and resolving client
· Evidence of effective support in preparation for and during client meetings

APPLICATION PROCESS

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.


Summary

Job Type:
Permanent
Industry
Banking & Financial Services
Location
London
Specialism
Financial Services
Pay
up to £50,000
Ref:
3135744
Apply Now

Talk to a Consultant

Talk to Sharaz Younas, the specialist consultant managing this position, located in London City

107 Cheapside, London, EC2V 6DN

Telephone: 0203 465 0148

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