Financial Planning Assistant

Updated: May 17, 2024 09:34 PM GMT

Pocock Rutherford & Co

Berkhamsted

Financial Planning IFA Assistant required. Excellent opportunity to take on a newly created role in a growing local company. Whether you are experienced, new to financial services ora recent graduate, you can take your career to the next level with us with full support and training. Salary £25,000 (entry level) to £28,000.

Do you have a keen eye for detail?

Are you looking to build a career in financial services?

This is a fantastic opportunity to join an established local business with a strong reputation and great values. We believe in supporting our team members to be the best they can be.If you see yourself in a paraplanner, or in a senior support role in the future, we'll support you with exams and provide you with first class training.

The role

Working as part of an established team that prepares for the advisers' meetings, deals with a variety of administration tasks, and handles ongoing client servicing.
• Completing pre-sale administration and creating and updating... More Detail