Financial Planning Support Roles

Financial Planning Support Roles

Financial Planning Support Roles

UNIQUE INVESTMENT

Financial Planning support roles are a great introduction into the world of Financial Services and will help you develop a career in the industry by giving you a taste of what is involved. A support role gets you right in at ground level of this thriving Company!

Within a Financial Planning Support role, you will be working within a team consisting of Director, Financial Planning Consultants, Paraplanners, Investment Managers and other Financial Planning Support Staff. You could be responsible for new business, valuations, quotations, servicing of existing business, database management and platform work, whilst liaising externally with clients and providers. The existing team will help, support and guide you through practical on the job training. Once initial training is complete, we will support you with your industry education and professional qualifications in the relevant business area.

Julie Hutton – Financial Planning Administrator

I joined Doherty PIC Ltd to be part of a team working together to provide the best possible service to our clients. The Company is continually growing and providing new opportunities to progress my career in a way that is right for me.

Career Opportunities

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