Aspiring Financial Planner — 2-Year Development

Four Squared Recruitment Ltd; England; On-site; GBP 40,000 - 45,000; Full time

Job summary

A financial services recruitment firm is seeking Assistant Financial Planners to support Senior Financial Planners in client interactions and financial planning tasks. The role includes a structured two-year development plan aimed at transitioning into a Financial Planner position. Ideal candidates should have relevant qualifications and at least 3 years of experience in financial services, focused on delivering a high-quality client experience. This position offers great career progression opportunities.

Qualifications

• Minimum 3 years' experience in a financial services role.
• Experience in servicing high net-worth clients.
• Demonstrable interest in achieving Chartered Financial Planner status.

Responsibilities

• Support day-to-day interactions with clients alongside a Senior Financial Planner.
• Assist in preparing financial plans and solutions across various domains like pensions and investments.
• Ensure compliance with FCA standards.

Skills

Client relationship management

Technical financial planning

Communication

Education

Part qualified level 4 diploma in Financial Planning

5 GCSE's including English Language - Grade C or above

Job description

A financial services recruitment firm is seeking Assistant Financial Planners to support Senior Financial Planners in client interactions and financial planning tasks. The role includes a structured two-year development plan aimed at transitioning into a Financial Planner position. Ideal candidates should have relevant qualifications and at least 3 years of experience in financial services, focused on delivering a high-quality client experience. This position offers great career progression opportunities.