Junior Financial Planning Assistant - Heat Recruitment : Job Details

Junior Financial Planning Assistant - North London - £25,000 - £30,000

This is an opportunity to join a very well established, longstanding Financial Advisory firm which has a fantastic reputation in the North London area.

This would suit someone at the early stages of their Financial Planning career, looking to support 3 Financial Advisers to meet FCA regulations provide high quality client support. Junior Financial Planning Assistant responsibilities include:

• Communicating with clients
• Pre and post client meeting preparation
• Attending and assisting with client meetings
• Information gathering in order for the Adviser to make appropriate recommendations to clients
• Updating client files via the back office system (IO)
• Communicate with the Admin and Paraplanner teams
• Managing client annual reviews

Some of their Advisers began their careers as Financial Planning Assistants in the company, so there is scope to progress towards Paraplanning and Advisory positions in the long term.They also provide full training, study support towards exams, a performance-based bonus scheme.What’s needed for me to be considered?

• Knowledge of Financial Services products / FCA regulations
• A keen interest in the Financial Planning industry
• Must be local to the office in North London
• Ideally have working knowledge Microsoft Suite products

What next?Apply today to be considered for this Junior Financial Planning Assistant 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. Additionally, refer a friend or colleague to us and receive a cheque for £200 if we assist them in securing a new career.Job Synonyms:Junior IFA Administrator, IFA Sales Support, IFA Administrator, Para Planner, Junior Financial Planning Assistant