Our client specialises in providing individual financial advice. A significant part of the work they do is providing investment advice and IHT planning, although they do cover all areas and provide some group scheme advice. 

They are looking for a Strategic Planning Assistant who will provide support to the MD and Consultant in managing new and existing client relationships. They will also be responsible for ensuring that all research and necessary reports have been completed for the MD and Consultant to present to the client. The successful candidate will implement necessary changes to clients financial affairs to help them achieve their lifetime goals and assist the company in moving forward. The Strategic Planning Assistant will free up time so that the MD and Consultant can give more time to business development needs.

This is an excellent position for someone that seeks out opportunities for personal and career development.

If you are interested in this opportunity contact us quoting the title and reference number - Email us or call 020 7232 2225