recruitukltd Salary: Circa £38,000
Our client provides a comprehensive financial planning and investment management service to HNW and UHNW clients, Charities and Trusts. They are ran as an independent firm and have a solid history and reputation gained over the last 17 years which has provided them with a loyal client bank and employees that have remained with the company for years.
Their financial planning team is growing and they are looking for an Assistant Financial Planner to join them to work alongside their senior financial planner and investment team to ensure the delivery of outstanding financial planning. The role will see the successful candidate get involved with a large amount of preparation work as well as build and maintain strong client relationships. You will be required to attend some client meetings, prompt colleagues to identify opportunities and actively manage and undertake the implementation of client advice.
There is an opportunity in this role to develop into a Financial Planner and this will be actively encouraged through the undertaking of exams. To be considered for this role you must have 18 months to 2 years in a similar role whereby you have supported a financial planner, and hold the level 4 diploma in financial planning or be near to completion.
If you’d like to be considered for this position and or would like to find out more please contact Louise Sheppard at Recruit UK Ltd on 0117 917 0411
Quote reference 12388