Assistant Financial Planner
Assistant Financial Planner - Graduate Role - Supported Study Path
Financial Divisions are looking for a bright and determined graduate to join them as an Assistant Financial Planner with ambitions to become fully qualified. This company has a strong work ethos and require a new Assistant Financial Planner to become an integral part of this wonderful company.
The ideal candidate will have a desire to excel in their career, be an excellent communicator, pay close attention to detail whilst working in a high-pressure environment and will have a flexible and proactive approach. You will need to have obtained an 2:1 in a relevant degree and have A/B GCSE grades in Maths and English.
As Assistant Financial Planner, you will be required to support administrative duties whilst working extremely closely with the team of brilliant Financial Planners. This role includes but is not limited to; gathering data and collating reports, inputting data, attend and assist in client meetings, liaising with product providers and much more in this educative role. During your progression within this role, you will acquire good business acumen whilst following a structured learning process to complete exams.