Assistant Financial Planner
Assistant Financial Planner, Sutton, £30K + benefits
Your new company
One of Europe's leading Accountancy and Financial Planning firms is stepping up its search for a talented and ambitious Assistant Financial Planner to join its team in Sutton.
Your new role
As an Assistant Financial Planner, you will be assisting the Financial Planning Team in servicing existing clients and winning new clients. Daily duties will include: assisting the Financial Planning Team in enabling them to provide and implement suitable planning advice, occasionally attend planning meetings as required and record meeting minutes and action points, ensure correct submission of all new applications in accordance with internal/regulatory standards, prepare client meeting agendas and complete the meeting work including technical and product research as required together with fund performance data, client contact to resolve queries and to arrange meetings, prepare action points, issue client meeting notes and liaise with clients over paperwork to be returned.
What you'll get in return
You will receive a competitive salary of up to £30,000, with an exceptional benefits package, which includes: discretionary bonus (up to 20%), life cover, income protection, season ticket loan, private medical, pension (4%/up to 11.5%), study support, 23 days holiday
What you'll need to succeed
You will be an ambitious candidate with at least a year's Financial Planning experience. Knowledge of investment/wealth management, protection/risk and pension products is desirable. Experience of Intelligent Office is preferable.
What you need to do now
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.