Assistant Financial Planner - London (Hybrid) - £50,000K - £55,000K + Generous Bonus

Posted 4 July by Financial Divisions
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My client is a reputable Chartered IFA based in The City, who due to organic growth, now require a diploma qualified, Paraplanner to work alongside a talented team of Advisers in the business. You must be technically competent across various products such as pensions, protection, investments, IHT, Estate planning.

Other responsibilities will include bespoke Suitability Reports, Cash Flow Modelling, undertaking research within the market for specific financial products and investment opportunities relevant to the client’s risk profile, dealing with soft fact finds and preparation of annual reviews with clients. The role is very hands-on, and there will be client meetings you will attend with the Advisers.

Company has a great culture, and you will work in a highly collaborative working environment where your recommendations and experience will be highly respected. There is an opportunity for the role to develop to a Financial Adviser at a point in the future.

If you are looking to work in a fast paced, challenging environment and be part of a high performing team, they are a great Company to work for who can offer career progression and a fully hybrid working pattern, generous bonus scheme and other excellent benefits.

If you would like to be considered for this exceptional opportunity where the employer is willing to dedicate their time in your development, then please do not hesitate to send your CV across to Ursula at Financial Divisions

Reference: 53028828

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