Assistant Financial Planner

Assistant Financial Planner

Leicestershire (our ref AL1411)

Salary to c£45,000 + full benefits package inc pension, PMI, bonus, car allowance

Having welcomed clients for over 40 years, this Chartered Status Wealth Management organisation has grown organically by putting clients at the core of their proposition resulting in significant growth and client assets in excess of £1bn. Based in Leicestershire they service high net worth clients across the UK and this year they were delighted to receive for the fourth time a “Best Financial Advisor to Work for” award by Professional Advisor.

ROLE OVERVIEW:

This is a structured two-year development role designed for individuals aspiring to become Financial Planners. As an Assistant Financial Planner, you will work closely with a Senior Financial Planner/ Business Owner, supporting them in day-to-day client interactions, technical tasks, production of meeting notes and coordination with client support teams. You...