Assistant Financial Planner

MB Fitzgerald
Bristol, Avon
07 Jul 2017
06 Aug 2017
Contract Type
Full Time

MB Fitzgerald are working with the Financial Planning arm of a top tier, UK Investment Manager to recruit a key member of staff to join their growing Financial Planning division. The company are a highly reputable business with offices based across the UK, they now have the requirement for an Assistant Financial planner to join their Bristol based team, providing assistance to the Wealth Planners and a book of UHNW clients.

This role will involve a lot of client contact and as such, candidates must have experience of dealing with HNW individuals. You will be responsible for providing an excellent client service in the local office working as part of the client team. You will be working closely with the Financial Planner to ensure outcomes for clients are as required and will accompany the Financial Planner to client meetings, preparing files for the suitability advice process.

This position will suit a candidate who is looking to make a move into a Financial Planner position from a Paraplanner or Senior Sales Support background. Candidates must have experience of working in a fee based IFA environment and should be Diploma Qualified or within 2 or 3 exams. You should have exceptional people skills and will have the ability to quickly form good working relationships with clients. Candidates with Knowledge/experience of working with DFMs and also Cashflow Modelling will also have an advantage.

This is an excellent opportunity to join one of the most reputable Wealth Management organisations in the UK in a role that offers a genuine progression opportunity to a Chartered Financial Planner role. The company have a fantastic training and development team and will fund all professional qualifications to Chartered. On top of this you will be rewarded with an attractive salary and benefits package.