Assistant Financial Planner

ZipRecruiter; City Of London; On-site; GBP 40,000 - 50,000; Full time

Job summary

A prestigious private wealth management firm in London seeks an Assistant Financial Planner to support the Financial Planning Team. The role focuses on bridging client administration with financial consultants, ensuring thorough understanding of clients' needs. Candidates must have a minimum of 2 years' experience in financial planning or a related field.

Qualifications

• Minimum of 2 years experience in financial planning or related field.

Responsibilities

• Bridge the gap between Client Administration and Financial Planning Consultants.
• Review and understand Clients' circumstances.

Job description

Overview

Prestigious Private Wealth Manager are seeking an Assistant Financial Planner to join the London Financial Planning Team.

The Assistant Financial Planner will play a pivotal role in bridging the gap between Client Administration and Financial Planning Consultants, with an emphasis on reviewing and understanding Clients circumstances.

Qualifications

The ideal candidate will have a minimum of 2 years experience in...