Assistant Financial Planner/ Trainee Adviser – London

recruitukltd Salary: circa £50,000 + Extensive benefits

My client is an independent Wealth Manager founded in 1968; they provide Investment and Financial planning advice to High Net-Worth Clients, Charities and Trusts.  Their office in London is a hub of Financial Services professionals who work together to provide an outstanding service to clients, assisting them with meeting their financial objectives by creating a clear strategy for their Clients’ Pension and Investments as well as planning for their Retirement, Inheritance and Estate management.

Their Financial planning team are looking for an Assistant Financial Planner to support their Financial Planners.  Working with the Financial planner and Client Service Manager, their Assistant will carry out a lot of preparation work to ensure that advice given meets the clients financial objectives.  The Assistant Financial Planner will need to have a good understanding of Investments, Pensions, IHT and Estate planning and have the CII diploma or be close to completion.  This role is designed to help an existing Paraplanner to become a Financial Planner and therefore isn’t suitable for a career Paraplanner.

The role holder will need to have excellent communication and interpersonal skills as it’s essential that they can work as part of an effective team.

My client is offering an excellent salary of circa £50,000 DOE as well as excellent employee benefits and career opportunities.

If you would like to be considered for the role, please contact Louise Sheppard @ Recruit UK Ltd on 0117-917-0411 or apply with your CV. Quote 11918

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