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FINANCIAL PLANNING ASSISTANT (6 months wealth management experience) - London - c £30k plus...

FINANCIAL PLANNING ASSISTANT (6 months wealth management experience) - London - c £30k plus...

Posted 12 March by Financial Divisions
Easy Apply Ended

plus career opportunity, study support, DIS, Private Medical, Gym membership, Excellent bonus structure

My Client, a financial planning led investment management firm based in London, takes pride in offering a uniquely personal approach to their Clients. Due to their excellent reputation they are looking now to expand their team by offering a dynamic and talented individual the opportunity to broaden their already acquired wealth management skills.

Opportunity Highlights

** Inspirational opportunity to join this boutique Financial Planning team.

** Only 6 months experience required either through an in internship or university placement within Financial Services or 6 months admin experience with a Provider.

** Prepare Client packs for Adviser meetings, liaise with providers, produce clear and high-quality correspondence, deal with new business, complete submission of application forms.

** This will suit a highly self-motivated individual with drive and ambition who enjoys working under pressure with strong communication skills.

** Study support for RO exams provided to progress your career.

To find out more about this excellent start to your wealth management career contact Camilla Howden.

Reference: 52292945

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