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Financial Planning Assistant

Job LocationBristol
EducationNot Mentioned
Salary£30,000 - £35,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Job Title: Financial Planning AssistantLocation: BristolSalary: Up to £35,000 + BensWe are excited to be working with this financial planning firm based in Bristol, supporting them with a new opportunity for a financial planning assistant. The financial planning assistant will be working with a wonderful and committed team, providing endto end support to the company’s financial advisors and their HNW/UHNW clients. The role is busy, challenging and requires recent experience of working in another wealth management or IFA firm. The successful candidate can expect to join a friendly and welcomingteam of likeminded professionals who support and encourage one another. Financial support towards CII Level four diploma is supported, including study leave.

Keyskills :
Client ServicesFinancial PlanningFinancial ServicesInvestmentLOAPension SchemesPlatformsWealth ManagementISAsUnit Trusts

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