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Financial Services
London
19/05/2023
Type of Position: Assistant Financial Planner - London
Pay: £30k - £45k
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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