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Quarsh | B Corp Certified provided pay range
This range is provided by Quarsh | B Corp Certified. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
Senior Assistant Financial Planner West London, W1W Are you ready to take your financial planning career to the next level? Our client is looking for a Senior Assistant Financial Planner (SAFP) to join their dynamic team. Here’s what's in it for you: Why You'll Love This Job: Be a Key Player : Work closely with Financial Planners and be central to the advisory process. Diverse Responsibilities : From technical analysis to client meetings, your role will be varied and impactful. Professional Development : Stay updated with the latest financial products and legislation, and continuously develop your skills. What You'll Do: Support Financial Planners : Conduct technical analysis, assist with client reports, and attend client meetings. Client Interaction : Communicate with clients, review paperwork, and ensure reports are client-friendly. Internal Coordination : Supervise client services, manage client records, and maintain high work standards. Mentoring : Act as a role model and provide guidance to junior team members. What We're Looking For: Technical Expertise : Chartered status (or close to achieving) with 3-5 years of paraplanning experience. Analytical Skills : Strong analytical abilities and good academic qualifications. Professional and Organised : High standards of ethics, integrity, and organisation. Ready to make a significant impact and grow with our client? Apply now! Seniority level
Mid-Senior level Employment type
Full-time Job function
Strategy/Planning and Consulting
#J-18808-Ljbffr
This range is provided by Quarsh | B Corp Certified. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range
Senior Assistant Financial Planner West London, W1W Are you ready to take your financial planning career to the next level? Our client is looking for a Senior Assistant Financial Planner (SAFP) to join their dynamic team. Here’s what's in it for you: Why You'll Love This Job: Be a Key Player : Work closely with Financial Planners and be central to the advisory process. Diverse Responsibilities : From technical analysis to client meetings, your role will be varied and impactful. Professional Development : Stay updated with the latest financial products and legislation, and continuously develop your skills. What You'll Do: Support Financial Planners : Conduct technical analysis, assist with client reports, and attend client meetings. Client Interaction : Communicate with clients, review paperwork, and ensure reports are client-friendly. Internal Coordination : Supervise client services, manage client records, and maintain high work standards. Mentoring : Act as a role model and provide guidance to junior team members. What We're Looking For: Technical Expertise : Chartered status (or close to achieving) with 3-5 years of paraplanning experience. Analytical Skills : Strong analytical abilities and good academic qualifications. Professional and Organised : High standards of ethics, integrity, and organisation. Ready to make a significant impact and grow with our client? Apply now! Seniority level
Mid-Senior level Employment type
Full-time Job function
Strategy/Planning and Consulting
#J-18808-Ljbffr
