Job Description
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. Heres 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!
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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. Heres 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!
#J-18808-Ljbffr
