Financial Planning Assistant

MB Fitzgerald
Newcastle Upon Tyne
05 Apr 2019
03 May 2019
Contract Type
Full Time

MB Fitzgerald are working with a top tier, UK based Financial Services Organisation to recruit a key member of staff for their Financial Planning team. This company are a highly reputable Wealth Management organisation with offices across the UK. They currently have a requirement for a good quality Assistant Financial Planner to work within their Newcastle based technical team, providing assistance to the Wealth Planner 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 for a company that can help them to move into a Financial Planner position from an Administrator, Paraplanner or Junior Adviser background. Candidates must have experience of working in a fee based IFA environment and should be Diploma Qualified. 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 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.

Similar jobs

Similar jobs