Graduate Financial Planning Assistant: Client-First Growth in City of London

Graduate Financial Planning Assistant: Client-First Growth in City of London

City of London Full-Time On-site
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Moore Kingston Smith in City of London is seeking a Graduate Financial Planning Administrator to join our Financial Planning team. This permanent, full-time role offers hands-on experience supporting advisers and the client service team, with exposure to pensions, investments, protection and platform-based products.

You'll help prepare documentation, process applications, maintain client records and assist with delivering financial planning recommendations while learning FCA procedures.

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Graduate Financial Planning Assistant: Client-First Growth in City of London employer: Moore Kingston Smith

Moore Kingston Smith is an exceptional employer, offering a dynamic work culture in the heart of London where collaboration and professional growth are at the forefront. As a CASS Audit Manager, you will benefit from extensive training opportunities, a supportive team environment, and the chance to develop your expertise while working on diverse client portfolios. Join us to be part of a firm that values innovation and fosters meaningful relationships within the financial services sector.

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Contact Details:

Moore Kingston Smith Recruitment Team