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Finanical Planning Assistant


Finanical Planning Assistant


A well established and respected Wealth management group offering financial planning and in-house fund management have an exciting position for an experienced Financial Planning Assistant to join their firm.

Working closely with Consultants and Paraplanners, you will provide support and assistance in regards to all aspects of providing Financial Advice. The right candidate will have a solid understanding of the Financial Services Industry and a good understanding of Life, Pensions and Investments as well as previous experience working within an IFA firm. You will also have good attention to detail and excellent written and verbal skills.

This is an excellent opportunity for the right candidate to progress their career in an interesting and varied role where you will be given an generous salary package and benefits along with great support and exposure to the industry.

Please quote 42494 when calling Alexander Lloyd. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

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