Financial Planning Assistant - Edinburgh

Basic to £22,000 - Financial Advice
Ref: 423 Date Posted: Monday 13 Jan 2020
LinkedIn ShareShare

Title:                            Financial Planning Assistant

Location:                     Edinburgh

Remuneration:            Basic to £22,000

If you have some exposure to the IFA / Financial Services market place and are looking to further your career then this is an excellent opportunity

You will provide administrative assistance to the Paraplanners and Financial Planning team.  The Financial Planning team provides comprehensive fee based advice on all aspects of personal financial planning and the use of life, investment and pension products; reviewing existing policies; advising on pooled investment vehicles, the use of bonds, onshore and offshore; life and other protection policies; retirement income planning; pensions, etc. The role involves assisting and supporting all the activities of the Financial Planning team including regular telephone contact with providers, as well as communication support such as letter and email writing. 

You will be given total support with acquiring further qualifications and our client does promote from within, therefore there are excellent career opportunities.

For further information email or call David on 0797 999 6365.