Assistant Financial Planner

North Oak Recruitment Careers; East Midlands; On-site; GBP 38,000 - 45,000; Full time

Job summary

A leading financial services firm in East Midlands is seeking an Assistant Financial Planner. This structured two-year role involves supporting senior planners, engaging in client interactions, and developing the necessary skills to manage a client portfolio. Candidates should have strong organizational skills and a desire to grow in the financial planning field. The role offers a salary up to £45,000 plus a full benefits package.

Benefits

Pension

Private Medical Insurance

Bonus

Car Allowance

Qualifications

• Aspiring individuals with a desire to develop into Financial Planners.
• Strong organizational and communication skills.
• Ability to coordinate with client support teams.

Responsibilities

• Support Senior Financial Planner in client interactions.
• Assist in technical tasks and production of meeting notes.
• Take on responsibility to manage a client portfolio.

Job description

Assistant Financial Planner

Leicestershire (our ref AL1393)

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 third 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 will gradually take on more responsibility developing the knowledge, skills, abilities and confidence required to manage your own client portfolio. The training provided within this role is a combination of the relevant qualifications, self-study from available source material and on the job training and dev...