Financial Planning Assistant – Financial Planning


Financial Planning Assistant – Financial Planning           J – 483


£25,000 – £35,000 – negotiable salary + benefits

Chartered IFA practice based in Cheshire require qualified financial planning assistant to join their team with a view to registering the individual, to enable them to take care of bank of clients from an advisory position.

You will have the oppotunity to become introduced to the clients from a technical assistant/paraplanning capacity, speaking with clients, assiting with fact finds, conducting research and writing reports.

You will be supported and encouraged to achieve Chartered status, and be gradually handed a book of existing clients/business whom you have already built relationships with from providing technical support.
An excellent opportunity for a paraplanner to gently progress in to an advisory position, with exsiting business and without new business targets.

Please apply for further information and a full job specification.

To apply for this position please contact us for a discussion or email your CV to Diana Sproston here.

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