Financial Planning Assistant

MB Fitzgerald
Guildford, Surrey
22 Jul 2017
21 Aug 2017
Contract Type
Full Time

The Financial Planning arm of a leading Investment Management currently has a requirement for a Financial Planning Assistant to be based out of their offices in Guildford.

As part of the FP Planning team you will be working alongside Financial Planners who provide whole of market financial advice to HNW private clients. You will be working within a small team consisting of FPs, Paraplanners and FP Administrators.

Your role will be to provide both the Senior Paraplanner and Financial Planner with technical admin support on a daily basis, duties will include; speaking with clients of the business, liaising with insurers, updating online systems, working in tandem with the Paraplanner on technical matters, all sales support and low level paraplanning where required.

To be considered for this role you should be a confident and ambitious individual who is seeking the next step in their career by joining a leading name in the market. You should have two years experience as a minimum working within either a Wealth Management or IFA environment.

Candidates will ideally hold some RO exams and should be working toward Diploma. You will be given full training and support to attain further exams and progression within the business will be available.