Junior / Associate Financial Planner - Client Bank Provided

Recruiter
Willow Resourcing Ltd.
Location
Sutton Coldfield, UK
Salary
Competitive
Posted
02 Aug 2019
Closes
27 Aug 2019
Ref
1222813909
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
A Junior / Associate Financial Planner is required by an independent Chartered Financial Planning firm based in Sutton Coldfield. This is an employed position that comes with a client bank and would be ideal for a Level 4 qualified Trainee Financial Advisor or Paraplanner seeking their first true Financial Planner role. You will be expected to continue your studies to achieve Chartered status and the firm will support you with these studies.

What's in it for you?

You will join an experienced team of Chartered Financial Planners and inherit a portfolio of over 50 clients. You will provide a holistic service to these clients, performing reviews, advising on investments, pensions and protection etc. You will also do your own support work to begin with, including research, preparing and writing suitability reports etc.

What about you?

To be considered for this excellent opportunity, you will be qualified to a minimum of Level 4 Diploma standard. You may have worked as a Trainee Financial Advisor or perhaps as a Paraplanner and will be looking for a true Financial Planner role. You must possess excellent verbal and written communication skills and adopt an analytical approach to your work.

Similar jobs

Similar jobs