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Keyword(s) or Job ID:
Financial Planning Assistant Manager
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Job details
Title:
Financial Planning Assistant Manager
Reference:
WEB460827MP
Salary:
To £40,000 + Benefits and Bonus
Location:
London
Description:
Are you currently a high level Paraplanner, looking to move into a leading
firm and train to be a consultant? Then this position could be for you!!!
One of the leading National Accounting and Business Service firm are seeking a
Financial Planning Assistant Manager within their Financial Planning team.
At the initial stage, your role will be to assist the Senior Financial
Planning Manager in servicing a dedicated portfolio of clients. However, this
position is geared towards getting you FSA registered and into a Consultants
position to manage an existing client base.
Therefore they are looking for a someone with solid experience from a quality
background, who holds, or is close to completing the Diploma in Financial
Services.
This is a very rare opportunity for an experienced and well qualified
Paraplanner to move into a leading, National firm, receive training to become
a Consultant and even given an existing client bank to manage!!
If you have the necessary credentials please get in touch as soon as possible.
Contact details
Name:
Matthew Pope
Phone:
020 7481 8686
Email:
matthew.pope@ipsgroup.co.uk