To £35,000 + Bens and Bonus
Seeking an individual with a brad understanding of financial planning for an exciting opportunity within a dynamic and growing financial planning team based in the City.
Effectively a junior paraplanning role, responsibilities will include:
Providing appropriate support for financial planning managers, and effective liaison with the administration team.
Facilitate the smooth processing of new and existing business.
Production of new business reports and reviews.
Production of robust financial plans and analytical information.
Comply with regulations, policies and procedures and adhere to conduct risk standards.
This role would suit someone committed to a career in financial planning, with some technical support experience, report writing skills and systems knowledge.
It is an excellent opportunity to join supportive, professional and expanding company in the City.