At a Glance
- Tasks: Support Financial Advisers and enhance client experiences in a dynamic wealth management environment.
- Company: Established wealth management practice in the heart of London.
- Benefits: Competitive salary, 25 days leave, pension, and professional development opportunities.
- Other info: Mentorship opportunities and a pathway to leadership roles.
- Why this job: Join a growing team and progress your career in a client-focused setting.
- Qualifications: Level 4 Diploma in Financial Planning or close to completion required.
The predicted salary is between 40000 - 50000 £ per year.
The Opportunity
An established and highly successful wealth management practice in the City of London is looking to recruit an experienced
Senior Financial Planning Executive to join its growing team.
This is a senior technical and operational position suited to someone with a strong background in supporting Financial Advisers within a wealth management or independent financial advice environment.
Alongside providing high-quality technical support, you will play an important role in mentoring colleagues and financial advisers, supporting business operations and helping deliver an exceptional client experience.
This is an excellent opportunity for an ambitious individual who is looking to progress their career within a professional, client-focused wealth management business.
Please note you must be working towards the Level 4 Diploma in Financial Planning or equivalent (CII or CISI), having completed this or very close to completion to be suitable for this role.
Key Responsibilities
- Act as the primary point of contact between clients and Financial Advisers, ensuring a seamless client experience.
- Prepare client review packs using analytical tools and coordinate all follow-up actions.
- Produce detailed client fact finds through Salesforce to support suitability reports and business submissions.
- Manage Letters of Authority and liaise with product providers throughout the advice process.
- Maintain accurate client records and ensure all work meets regulatory and compliance standards.
- Handle client enquiries via telephone, email and face-to-face meetings.
- Develop a thorough understanding of internal systems and operational processes.
- Monitor and update client revenue streams.
- Forecast income from adviser client banks and identify opportunities to strengthen the business pipeline.
- Identify operational risks and work closely with the Risk & Compliance team to ensure best practice.
- Support the Team Leader with the day-to-day management of business operations.
- Mentor and develop junior support staff, promoting high standards and continuous improvement.
- Assist in the operational development of Advisers and provide support across the wider team.
- Act as a key link between senior management and operational staff.
About You
To be successful in this role you will have
Level 4 Diploma in Financial Planning , or be within one exam of achieving the qualification.
- At least two years' experience in paraplanning, financial planning support or wealth management operations.
- Strong technical knowledge of pensions, investments, protection and personal tax planning.
- Experience supporting Financial Advisers within a regulated financial planning or wealth management environment.
- Excellent organisational skills with the ability to manage multiple priorities.
- Outstanding attention to detail and a commitment to delivering exceptional client service.
- Strong written and verbal communication skills.
- Experience using Microsoft Office as well as financial planning systems such as Voyant, FE Analytics and Salesforce (desirable).
- Confidence mentoring colleagues and supporting the development of junior team members.
- A professional, discreet approach and the ability to work confidently with senior stakeholders.
- What's on Offer
- Salary of
£40,000-£50,000 , depending on experience.
- Permanent employed position.
- Three-month probationary period.
- 25 days' annual leave plus bank holidays.
- Auto-enrolment pension.
- Ongoing professional development and support towards further qualifications.
- A genuine opportunity to progress into a leadership role.
- Exposure to a highly successful and growing wealth management practice.
- Full-time position (37.5 hours per week), with core working hours between 8:00 am and 6:00 pm.
- Apply
If you're an experienced financial planning professional with strong technical knowledge, a passion for delivering excellent client service and are looking for a senior opportunity within wealth management, we'd love to hear from you.
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Senior Financial Planning Support Executive in London employer: Your Resourcing Partner Limited
Join a prestigious wealth management practice in the heart of the City of London, where you will thrive in a dynamic and supportive work culture that prioritises professional development and client satisfaction. With a strong emphasis on mentorship and collaboration, this role offers exceptional growth opportunities for ambitious individuals looking to advance their careers in financial planning. Enjoy the unique advantage of working in a vibrant city environment, surrounded by industry leaders and innovative thinkers.
Contact Details:
Your Resourcing Partner Limited Recruitment Team
