Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide technical support, draft reports, and ensure compliance in finance.
- Company: Established Independent Financial Advisory firm in Central London.
- Benefits: Competitive salary and skill development in a supportive environment.
- Why this job: Gain valuable experience without advisory pressures while enhancing your finance skills.
- Qualifications: 2-3 years in financial planning and strong pensions knowledge required.
- Other info: 12-month fixed term contract with excellent career growth potential.
The predicted salary is between 36000 - 60000 £ per year.
A well-established Independent Financial Advisory firm based in Central London is seeking a Finance Executive for a 12-month fixed term contract. The ideal candidate will have 2-3 years' experience in financial planning, be diploma qualified, and possess strong pensions knowledge.
This role involves:
- Technical support
- Drafting suitability reports
- Ensuring compliance
The opportunity offers a competitive salary and a chance to develop skills in a supportive environment without advisory pressures.
Finance Executive: Technical Reporting & Compliance (12-Month) employer: GORDON YATES
Contact Detail:
GORDON YATES Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Finance Executive: Technical Reporting & Compliance (12-Month)
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance sector and let them know you're on the lookout for opportunities. You never know who might have a lead on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and compliance regulations. We recommend practising common interview questions related to financial planning and pensions to show you’re the right fit for the role.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the position. It keeps you fresh in their minds!
✨Tip Number 4
Apply through our website for the best chance at landing that Finance Executive role. We make it easy for you to showcase your skills and experience directly to the hiring team!
We think you need these skills to ace Finance Executive: Technical Reporting & Compliance (12-Month)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your 2-3 years of experience in financial planning and any relevant qualifications. We want to see how your skills align with the role, so don’t be shy about showcasing your pensions knowledge!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Finance Executive role. Mention your experience with technical support and compliance, and let us know what excites you about this opportunity.
Be Clear and Concise: When filling out your application, keep your language clear and to the point. We appreciate straightforward communication, especially when it comes to drafting suitability reports. Make it easy for us to see your strengths!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at GORDON YATES
✨Know Your Numbers
Brush up on your financial planning knowledge and be ready to discuss specific examples from your past experience. Make sure you can explain how you've handled technical reporting and compliance in previous roles.
✨Suitability Reports Savvy
Since drafting suitability reports is a key part of the role, prepare to talk about your approach to creating these documents. Bring along a sample if possible, and be ready to discuss how you ensure they meet compliance standards.
✨Pensions Knowledge is Key
Given the emphasis on pensions knowledge, make sure you’re up-to-date with current regulations and trends. Be prepared to answer questions about pension schemes and how they impact financial planning.
✨Show Your Soft Skills
While technical skills are crucial, don’t forget to highlight your communication and teamwork abilities. The firm values a supportive environment, so share examples of how you've collaborated with colleagues or clients to achieve compliance goals.
