Monenti Partners in central London (WC1) is seeking a Client Executive (Financial Planning Assistant/Administrator/Graduate Trainee) to support advisers and deliver a high standard of service to high-net-worth clients.
You will receive support to become Diploma qualified, with progression toward Paraplanning and Chartered Financial Planner status as skills grow. The role offers development, competitive salary, and attractive benefits.
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Financial Planning Assistant: Diploma Track to Chartered Planner employer: CV Elite Limited
David Smith Financial Services is an exceptional employer, offering a supportive and family-oriented work culture that values each team member's contributions. With competitive benefits including generous holiday allowances, flexible working options, and a commitment to ongoing professional development, employees are empowered to grow within a dynamic and ambitious environment. Located in Loughton, Essex, this independent Chartered Financial Planning firm fosters a sense of belonging and collaboration, making it an ideal place for those seeking meaningful and rewarding employment.
