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- Tasks: Support financial planning by preparing quotes, conducting valuations, and drafting client proposals.
- Company: Join a respected private wealth organization in London with a strong reputation.
- Benefits: Enjoy a permanent role with opportunities for career advancement in a collaborative environment.
- Why this job: Be part of a team that values meticulous work and offers a chance to make an impact.
- Qualifications: CII Certificate in Financial Planning or equivalent, plus experience in financial administration.
- Other info: This is a great opportunity for those passionate about finance and technical support.
Exciting Opportunity in Private Wealth – Financial Planning Technical Support Are you a meticulous, technically skilled professional with a passion for financial planning? Join a highly respected organisation in London as a Financial Planning – Technical Support. This permanent role is perfect for someone looking to provide vital administrative and technical support while advancing their career in private wealth. Key Responsibilities: Prepare quotes and illustrations. Conduct client valuations and review external suitability reports with feedback. Assess client risk profiles and identify discrepancies. Research and analyse existing contracts, presenting findings to the team. Draft client letters and proposals containing advice and recommendations. Act as the first line of defence in triaging advice. Ensure compliance with ethical and regulatory frameworks.Qualifications and Skills: CII Certificate in Financial Planning (or equivalent Level 3 qualification). Progress towards/achievement of the CII Diploma in Financial Planning. Previous experience in financial administration with strong technical expertise.This role offers a fantastic opportunity to contribute to the success of the Financial Planning Team in a collaborative environment. Don't miss your chance to be part of a leading private wealth organisation-apply now! 4o
Financial Planning (Technical Support) employer: LHH Recruitment
Contact Detail:
LHH Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning (Technical Support)
✨Tip Number 1
Familiarize yourself with the latest financial planning software and tools. Being technically skilled in these applications will not only enhance your efficiency but also demonstrate your commitment to the role.
✨Tip Number 2
Network with professionals in the private wealth sector. Attend industry events or join relevant online forums to connect with others who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Stay updated on regulatory changes and compliance requirements in financial planning. This knowledge will be crucial in ensuring that you can effectively support the team and maintain high standards.
✨Tip Number 4
Prepare to discuss specific examples of how you've handled client valuations or assessed risk profiles in previous roles. This will showcase your practical experience and problem-solving skills during the interview.
We think you need these skills to ace Financial Planning (Technical Support)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial administration and technical expertise. Emphasize any qualifications like the CII Certificate in Financial Planning and your progress towards the Diploma.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your meticulous nature. Mention specific experiences where you provided administrative or technical support, and how they relate to the responsibilities of the role.
Highlight Key Skills: In your application, clearly outline your skills related to client valuations, risk profile assessments, and compliance with regulatory frameworks. Use examples to demonstrate your ability to conduct research and present findings effectively.
Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no grammatical errors and that all information is clear and concise. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at LHH Recruitment
✨Showcase Your Technical Skills
Be prepared to discuss your technical expertise in financial planning. Highlight any relevant experience you have with preparing quotes, conducting valuations, and analyzing contracts. This will demonstrate your ability to handle the key responsibilities of the role.
✨Understand Compliance Requirements
Familiarize yourself with the ethical and regulatory frameworks relevant to financial planning. During the interview, be ready to discuss how you ensure compliance in your work, as this is crucial for the role.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills, especially in triaging advice and identifying discrepancies in client risk profiles. Practice articulating your thought process and decision-making strategies in these scenarios.
✨Demonstrate Your Collaborative Spirit
Since the role involves working closely with a team, be sure to convey your ability to collaborate effectively. Share examples from your past experiences where teamwork led to successful outcomes, particularly in financial administration.
