FINANCIAL PLANNING ASST- London - c £35/38k amazing lists of benefits detailed below

FINANCIAL PLANNING ASST (Fast career path to Advice including portfolio investment management )

Based in the heart of London, my Client is looking to offer this incredibly progressive opportunity to a talented experienced IFA Administrator/Junior Paraplanner looking for a fast track opportunity through Paraplanning to Advice. This is an ambitious boutique independent business which offers a financial planning and investment management service to their HNW Clients

Opportunity Highlights

** Progressive opportunity for an ambitious, articulate, and talented professional striving to achieve personal success.

** Working in a Pod providing dedicated 1-2-1 support to the Adviser

** Full support and mentoring programme towards Advice

** Attend Client meetings as part of your progression.

** Client has their own DFM so opportunity to enjoy the management of investment portfolios for clients.

** Exposure to complex cases, investment selection, portfolio management and research.

** Responsibility for portfolio valuations/reviews, managing client meetings and business pipeline as well as collating suitability report packs.

** 2 years’ experience, 2 RO exams, wealth management/financial planning essential with an interest in investment

** Study support, beautiful working conditions, Life cover, Critical Illness, Season Ticket Loan, Discretionary Bonus, excellent pension scheme, private medical insurance, and various retail discounts!

Please send your CV to Camilla Howden.