Two-Year Path to Becoming a 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

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.