Job Location : Central London, UK
Financial Planning Assistant - Central London - up to £38K DOE
The company
I’m working with an IFA firm who are based in Central London. They provide independent financial advice and manage investment services for High-Net-Worth individuals and their families.
The role
You would be providing full administrative support to two Advisers and a Senior Associate with a rapidly growing book of clients, with a focus on efficiency, professionalism, quality, and accuracy. This is an office-based role due to the nature of being a client-facing business and to help with your training and progression. You will gain experience in complicated financial planning solutions and investment selection/portfolio management and research. There is scope to advance into either a paraplanning role or to become an adviser with a client book provided in the long term.
Your duties would include:
Knowledge, Skills, and Experience:
Essential:
Desirable:
Benefits:
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Salary : 33000 - 38000
Apply Now!