Assistant Financial Planner book provided
- Employer
- MB Fitzgerald
- Location
- Woking, UK
- Salary
- Competitive
- Closing date
- Nov 19, 2019
View more
- Job Role
- Accounts Assistant
- Sector
- Finance
- Contract Type
- Permanent
- Hours
- Full Time
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This particular vacancy is a unique opportunity for a high quality Paraplanner on the upward curve of their career who is seeking to move into an advisory role over the course of the next 18-36 months. A fully independent practice based out of Woking is currently in the market for an Assistant Financial Planner to work closely alongside their team Senior Financial Planners. You will be providing the highest level of service to a loyal book of HNW clients with average investable assets ranging from £500k-£1M appx. One of the existing Senior Financial Planners within this business will be retiring over the course of the next two years (appx) so my client is looking to bring somebody in with the capacity to eventually take over and service this existing book. The role would initially be set up with the candidate undertaking paraplanning duties but you will be sitting in on meetings and will be slowly introduced to the clients over a period of time with the view of managing the book in the future. Salary is highly competitive for the Woking area plus bonus and generous benefits
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