We are a well-established Chartered Financial Planning practice with an exciting opportunity for a Graduate with ideally six months to two years’ experience within Financial Services, to join our team. You should have a relevant financial services, business, mathematical or economics degree and have some exposure to technical financial services work.
Financial Planning is a key differentiator in servicing Wealth Management clients. We require a professional, well spoken, enthusiastic person willing to learn and influence their own role, to join our successful firm. You will work along-side the senior Paraplanner and the existing three Financial Planners to enable the efficient execution of financial planning advice.
You will be given complete training and exam support towards the Diploma in Financial Planning. Opportunity will exist to progress to a variety of roles within this multi discipline practice.
Introduction to The Financial Planning Group
We are small firm of Chartered Financial Planners established in Teddington, Greater London in 1993. We provide financial planning solutions to individuals, families, companies, trustees, accountants and solicitors. We are fee based and independent, working with our clients to realise their financial goals. We provide a simple, structured, disciplined and reviewable planning service. We aim to change the fundamental relationship people have with their money to give them confidence and clarity in their own future.
- Prepared to work towards a Diploma in Financial Planning
- Excellent time management skills and ability to manage workflow.
- Excellent communication skills
- Professional and well spoken
- Enthusiastic Learner
This is a permanent position with a starting salary offered between £21,000 to £25,000
Please email your cv to email@example.com with a brief covering letter.