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Financial Planning Assistant

Posted 5 January by MB Fitzgerald Ended

The Financial Planning arm of a top 20 Accountancy Practice currently require an experienced Financial Planner Assistant to work alongside a leading FP Director and team of Paraplanner's based out of their Poole offices.

You will be working with a team of Administrators alongside Paraplanner's who provide technical support to IFA's servicing HNW clients across the South West. Although within the technical team your role will be to provide the Paraplanner's with first class support effectively releasing them to focus on research and report writing.

To be considered for this opportunity you should have 2+ years experience within the Financial Services market as an IFA Administrator. Candidates who hold CII exams will be preferred.

An excellent opportunity to work for a leading Wealth Management business who will help you to progress with exams and will offer a dynamic approach to Financial Planning.

Required skills

  • Financial Planning Administrator

Reference: 34150999

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