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Financial Planning Assistant

Employer
Bwd Search & Selection Limited
Location
London, UK
Salary
Competitive
Closing date
Sep 19, 2019

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Job Role
Financial Planning & Analysis
Sector
Finance
Contract Type
Permanent
Hours
Full Time
Financial Planning Assistant London, Salary up to £35,000 dependent upon experience, and excellent benefits including Bonus BWD are currently working in partnership with an established and successful investment house in central London. Due to continued growth, they are looking for an ambitious Financial Planning Assistant to join the team. This is an ideal opportunity if you are not quite a Paraplanner, however looking very much to progress in the right This is both an exciting and challenging opportunity to support the Wealth Planning Director in day to day activities, including: Arranging client meetings and diary management Preparing letters of authority and suitability letters Maintaining all records and ensuring compliance standards are met. In order to apply you will need to have demonstrated the following skills and experience: Experience of working within an IFA practice within an Administrative support post And experience of suitability report writing Confidence to liaise with clients and create the right impression In return you will receive: A salary of up to £35,000 Excellent benefits including bonus Structured training support The opportunity to become a fully-fledged Paraplanner In order to apply please contact Helen Spriggs on 0113 4260775

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