Financial Planning Assistant
Our client is a small financial planners based close to London Bridge who specialise in providing holistic financial advice to private clients with a minimum of £500,000 in assets. Their current structure is 1 MD, 2 advisers, 1 Office Manager, 3 Paraplanners, 1 CRM, 2 Administrators.
They are currently in the market to recruit for a Financial Planning Assistant to join their team to provide assistance to both the Advisers and Senior Paraplanners. Candidates should ideally have experience as a Financial Planning Administrator or Junior Paraplanner within a well established financial planning organisation.
You will join the business within a hybrid admin and low level paraplanning role with gradual progression into an out and out Paraplanner position.
You will be joining a boutique advisory business that are at the very top end of the market. The MD has made it clear that there is progression available into an advisory role for the right individual.