Senior Assistant Financial Planner
West London, W1W
Are you ready to take your financial planning career to the next level? Our client is looking for a Senior Assistant Financial Planner (SAFP) to join their dynamic team. Heres what's in it for you:
Why You'll Love This Job:
* Be a Key Player: Work closely with Financial Planners and be central to the advisory process.
* Diverse Responsibilities: From technical analysis to client meetings, your role will be varied and impactful.
* Professional Development: Stay updated with the latest financial products and legislation, and continuously develop your skills.
What You'll Do:
* Support Financial Planners: Conduct technical analysis, assist with client reports, and attend client meetings.
* Client Interaction: Communicate with clients, review paperwork, and ensure reports are client-friendly.
* Internal Coordination: Supervise client services, manage client records, and maintain high work standards.
* Mentoring: Act as a role model and provide guidance to junior team members.
What We're Looking For:
* Technical Expertise: Chartered status (or close to achieving) with 3-5 years of paraplanning experience.
* Analytical Skills: Strong analytical abilities and good academic qualifications.
* Professional and Organised: High standards of ethics, integrity, and organisation.
Ready to make a significant impact and grow with our client? Apply now!
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