Senior Financial Planning Associate

11 hours ago


London, Greater London, United Kingdom Blakemore Recruitment Full time

Established in the financial sector, Blakemore Recruitment is working with a reputable IFA to fill a key role within their successful advice team in Putney.

The company prioritizes employee growth and development by offering study support. With an excellent reputation in the industry, they cater to both private and corporate clients.

This position involves preparing detailed reports and recommendations, collaborating closely with advisers and occasionally attending client meetings, maintaining accurate client records and drafting relevant correspondence. Excellent communication skills are essential as you will be the primary point of contact for any client inquiries.

A suitable candidate will currently hold a paraplanner role within an IFA, possess a level 4 qualification or be actively pursuing this with the aim of achieving chartered status.

In terms of remuneration, the estimated annual salary for this position is around £35,000-£40,000 depending on experience, reflecting the competitive market rates for senior financial planning roles in the Putney area.



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