At a Glance
- Tasks: Support Senior Financial Planners and learn to manage your own client portfolio.
- Company: Leading UK firm specialising in pensions and wealth management.
- Benefits: Competitive salary, structured training, and career progression opportunities.
- Other info: Dynamic role with a clear path to becoming a Financial Planner.
- Why this job: Kickstart your finance career with hands-on experience and mentorship.
- Qualifications: Aspiring financial planners with a passion for client interaction.
The predicted salary is between 40000 - 45000 £ per year.
Assistant Financial Planner Location; Leicestershire Salary; £40-45K My client are a UK firm of Pension Scheme Specialists and Wealth Managers with offices based in Leicestershire, servicing high net worth clients, across the UK.
They are now looking for an Assistant Financial Planner, who is aspiring to be a Financial Planner.
ROLE OVERVIEW: This is a structured two-year development role designed for individuals' aspiring to become Financial Planners.
As an Assistant Financial Planner, you will work closely with a Senior Financial Planner/ Business Owner, supporting them in day-to-day client interactions, technical tasks, production of meeting notes and coordination with client support teams.
You will gradually take on more responsibility, developing the knowledge, skills, abilities, and confidence required to manage your own client portfolio.
The training provided within this role is a combination of the relevant qualifications, self-study from available source material and 'on the job' training and development programme over a period of up to 24 months.
CAREER PROGRESSION: After successful completion of the two-year training programme, the individual may progress to a Financial Planner role, managing their own client portfolio and providing regulated advice independently.
Long-term opportunities may include equity particip...
Assistant Financial Planner in Leicester employer: Four Squared
Join a dynamic team in Leicestershire where your aspirations to become a Financial Planner can flourish. Our structured two-year development programme offers comprehensive training, mentorship from experienced professionals, and the chance to work with high net worth clients, ensuring you gain invaluable experience and skills. With a supportive work culture that prioritises employee growth and career progression, this is an excellent opportunity for those seeking meaningful and rewarding employment in the financial sector.
