Financial Planning Assistant β€” Hybrid, Growth Path in London

Financial Planning Assistant β€” Hybrid, Growth Path in London

London Full-Time No working from home possible
Bayford Hale
Bayford Hale in Greater London is looking for an Assistant Financial Planner who will provide technical support to Financial Planners and assist clients in achieving their financial goals.
This hybrid role requires strong analytical skills and a thorough understanding of financial planning products and processes. Candidates should hold or be progressing towards a Level 4 Diploma in Financial Planning. Responsibilities include cashflow planning, report writing, and stakeholder management.
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Bayford Hale

Contact Details:

Bayford Hale Recruitment Team