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Financial Services

London

07/01/2022

Type of Position: Assistant Financial Planner
Pay: £30-45k neg.

Assistant Financial Planner

Our client is looking for an Assistant Financial Planner to join their team in London.

Job purpose

• To support the company in delivering a high quality, independent service to clients

• To obtain comprehensive experience and training with a view to becoming a qualified financial planner

Competencies

• Analytical capabilities combined with a technical approach

• Drive and determination - a proactive approach

• Flexibility and ability to work under pressure

• Attention to detail

• Team player and excellent communication skills

• Planning and organisational skills

• Business and commercial awareness

• Enquiring mindset Specific tasks / responsibilities

• Administrative:

         o Ensuring client files are up to date and in order

         o Updating back office systems (Adviser Office)

• Assisting financial planners:

           o Data gathering to assist with the production of comprehensive net worth statements and investment recommendations

           o Assist with the drafting of reports to ensure that they are produced to a high quality and in a timely manner

           o Preparing for and minute taking for client and prospect meetings

           o Gaining exposure to the full investment advice process

• Completing ongoing training following a structured learning and exam programme with the aim of achieving a Diploma in Financial Planning with the Chartered Institute of Insurance (CII)

• Acquiring knowledge of company procedures and ensuring regulatory compliance 

 

If you are interested in this position, please email your CV to sam@artemisrecruitment.co.uk 

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