Monenti Partners, a leading independent financial planning firm in central London, seeks a Client Executive (Financial Planning Assistant/Administrator) to support highly qualified planners and deliver exceptional service to high-net-worth clients.
You will learn from experienced advisers, with potential to become Diploma-qualified and progress to Paraplanning and Chartered Financial Planner roles as skills develop. The firm offers development support, a strong culture, and rewarded performance.
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Financial Planning Assistant: Path to Paraplanner & Advisor 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.
