Assistant Financial Planner

Assistant Financial Planner

Location – London city

Salary £36,000 – £42,000 + Benefits Package

This leading and highly regarded Wealth Management/Financial Planning practice who provide bespoke Financial Planning advice to UHNW Clients are in the market to expand by recruting for a Assisant Financial Planner. You will be based out the their offices in London (City). Responsibilities will include assisting the Private Client team to enable them to meet their objectives of servicing existing clients and winning new clients, and to ensure that appropriate technical and market awareness knowledge is maintained in order to assist the Private Client Financial Planning Team in keeping pace with market developments and maintaining an element of competitive advantage. You will regularly meet with clients, so this role will suit either an experienced and career Paraplanner or a client account manager. Salary: To £42,000 + bonus + benefits

Ref – 878272