Junior Financial Planner
3 weeks ago
Location: Remote/Hybrid
Salary: £28,000 - £30,000
KFS Recruitment is excited to partner with a reputable Independent Financial Advisory firm in their search for a Junior Financial Planner to enhance their expanding team.
In the initial phase, the selected candidate will assist both the Financial Planner and the administrative staff, with the expectation that after approximately 18 months, the focus will shift to 80% financial planning responsibilities.
Key Responsibilities:
- Delivering administrative support to both current and prospective clients
- Adhering to company protocols to guarantee optimal service for clients
- Managing new business submissions and coordinating with clients and providers to ensure efficient processing
- Organizing and maintaining client documentation
- Conducting product and provider research for advisors by utilizing market analysis tools and following the firm's investment guidelines
- Compiling annual review documents and suitability assessments in a compliant and timely manner, aligned with internal processes
Required Skills and Qualifications:
- Actively pursuing the Level 4 Diploma qualification, with support provided by the firm
Employee Benefits:
- Death in Service (4 times salary)
- Private Health Insurance (BUPA)
- 5% employer contributions to pension scheme
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