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Financial Planning Assistant - Excellent Career Prospects.
Woodbridge - Suffolk
£depending on experience
As part of continued growth and development through 2025 an exciting career opportunity has arisen with a niche Wealth Management Firm in their Suffolk office.
As specialist Wealth Advisors to HNW & UHNW clients they provide complex, bespoke advice to a range of high-profile individuals & families from the world of sport, music, entertainment & business. They pride themselves on combining an exceptional personal level of service with the use of modern practices, technology and innovative ideas.
This role will work closely with Senior Financial Planners / Wealth Managers helping them design and implement bespoke wealth strategies for clients with complex requirements. You will have full client access providing you with an ideal opportunity to learn your craft and be mentored in how to provide the highest quality advice.
Specific role duties will include -
• Work closely with senior team members, helping develop client relationships, deliver financial strategies which meet the clients’ needs and ensure long term partnerships.
• Conduct extensive research and analysis, taking on some paraplanning duties to be able to make valuable contributions and ideas.
• Work in a strong team oriented environment where everyone contributes and works towards the best possible servicing of clients’ requirements.
• Develop your networking and relationship management skills. Learn how to build referral relationships and long lasting professional connections.
• Embrace the latest technology and trends.
This is an excellent career opportunity, and a chance to join a company who will invest in and help develop you. They are actively looking for an ambitious candidate who has a grounding in financial services who wants to learn and develop. You must have either achieved your diploma or be close to doing so and be able to display a sound technical understanding of financial planning either from a paraplanning or trainee / assistant advisory position.
The company offer flexible working, a strong package and an opportunity to work in an interesting and challenging environment, working on bespoke portfolios with complex client cases.
For more information please contact Richard Garbett.
