Senior AFP
Senior AFP
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Salary Not Disclosed
1 Vacancy
Job Description
Senior Assistant Financial Planner
West London W1W
Are you ready to take your financial planning career to the next level Our client is looking for a Senior Assistant Financial Planner (SAFP) to join their dynamic team. Heres whats in it for you:
Why Youll Love This Job:
- Be a Key Player: Work closely with Financial Planners and be central to the advisory process.
- Diverse Responsibilities: From technical analysis to client meetings your role will be varied and impactful.
- Professional Development: Stay updated with the latest financial products and legislation and continuously develop your skills.
What Youll Do:
- Support Financial Planners: Conduct technical analysis assist with client reports and attend client meetings.
- Client Interaction: Communicate with clients review paperwork and ensure reports are clientfriendly.
- Internal Coordination: Supervise client services manage client records and maintain high work standards.
- Mentoring: Act as a role model and provide guidance to junior team members.
What Were Looking For:
- Technical Expertise: Chartered status (or close to achieving) with 35 years of paraplanning experience.
- Analytical Skills: Strong analytical abilities and good academic qualifications.
- Professional and Organised: High standards of ethics integrity and organisation.
Ready to make a significant impact and grow with our client Apply now!
Employment Type
Full Time
