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Assistant Financial Planner - LONDON, City of London
- UK - City of London
- £30000 - £36000 per annum + Good Benefits Package
- Full-Time Permanent
- Financial Services - IFA
- Hillman Saunders
- 20-08-08
Job Description
The central London office of a leading national firm of accountants requires an experienced financial services professional to join their IFA arm as an Assistant Financial Planning Manager.
Initially you will be working in a technical capacity providing assistance such as writing reports/proposals, researches product details answering technical enquires to assist in winning new business.
After around 12 months you will start to play a bigger role with the development of a portfolio of clients whilst becoming FSA authorised with a focus of gradually taking responsibility of managing an existing client base.
You must have passed at least FPC 3/the Certificate in Financial Planning and ideally have progressed towards the AFPC or Diploma in Financial Planning if not having passed this and be working towards the Certified Financial Planner Licence.
Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.
Initially you will be working in a technical capacity providing assistance such as writing reports/proposals, researches product details answering technical enquires to assist in winning new business.
After around 12 months you will start to play a bigger role with the development of a portfolio of clients whilst becoming FSA authorised with a focus of gradually taking responsibility of managing an existing client base.
You must have passed at least FPC 3/the Certificate in Financial Planning and ideally have progressed towards the AFPC or Diploma in Financial Planning if not having passed this and be working towards the Certified Financial Planner Licence.
Hillman Saunders Ltd is acting as an Employment Agency in relation to this vacancy.
- Recruit
- FB1083DW
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