Financial Planner
3 weeks ago
AFS Financial Management is long established and experienced group of financial professionals looking to expand our team. We are seeking an experienced Paraplanner or Adviser to provide technical and administrative support and engage in all aspects of the financial planning process.
Subject to experience and knowledge duties will include;
- assisting with and preparing suitability reports and annual review letters
- contributing to the administration and good running of the office
- preparing and analysing valuations
- answering telephones and responding to enquiries
- meeting and assisting clients with their objectives
- processing applications
Candidates with differing levels of experience and qualification will be considered and assistance and training for qualifications will be available. AFS Financial Management covers all aspects of financial planning so as important as qualifications is a knowledge of financial principles and taxation, a willingness to work collegiality with others and excellent written and verbal communication skills.
AFS Financial Management assist clients across the UK and beyond from their two offices in Central London and where there are captivating opportunities for broadening knowledge and experience through interaction with the wider financial services universe
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