The client is a well established financial planning firm based in the heart of the city. Based near Bank Station making the commute easy.
About them, an established independent financial planning firm, with a great client bank. Friendly team who offer regular social events. Successful directors one of which will be looking to retire in a few years. This hire could be in line to take over the client bank.
About you, you will have a minimum of 12 months experience in financial planning or wealth planning. Supporting advisers in admin based function. Studying towards diploma level qualification, with an eye to grow into an adviser over the next few years. You will be mentored and developed.
Salary £37,000.00 plus monthly bonuses. Office based 4 days per week 1 WFH. Full study support, 28 days holiday (inc bank hols) birthday off.
Duties
* Working with 2 advisers
* Prepare client meeting packs
* Annual valuations
* Manage CRM
* LOAs
* Submit and chase pipeline with providers
#J-18808-Ljbffr