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Senior Assistant Financial Planner — Key Client Advisor
Job in
Greater London, London, Greater London, W1B, England, UK
Listed on 2026-03-06
Listing for:
Quarsh
Full Time
position Listed on 2026-03-06
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
A financial planning firm in Greater London is seeking a Senior Assistant Financial Planner to support Financial Planners and provide client interaction. The role includes conducting technical analysis, preparing client reports, and supervising client services. Candidates should have chartered status and 3-5 years of experience in paraplanning. Strong analytical and organizational skills are essential, along with a commitment to high ethical standards.
This position offers professional development opportunities in a dynamic team environment.
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Position Requirements
10+ Years
work experience
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