Junior Financial Planning Assistant

Posted 21 January by Heat Recruitment
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The Client

The opportunity for a Junior Financial Planning Assistant to join a financial planning practice that specialise in providing independent financial planning to domiciled UK residents and ex patriots.

The Opportunity

During a period of key expansion, our client is looking for a junior financial planning professional to support the successful Financial Planners and Paraplanners within the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want. You will be provided with training and support and offered the chance to progress your career from day one.

What’s needed to be considered?

In order to be considered for this unique opportunity, candidates will ideally have some level of experience within financial planning or pensions.

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Sales Support, Office Junior, Administrator

Reference: 39784281

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