At a Glance
- Tasks: Support Financial Advisers and enhance client experiences in wealth management.
- Company: Your Resourcing Partner Limited, a leader in financial planning.
- Benefits: Competitive salary, professional development, and mentoring opportunities.
- Other info: Opportunity to work towards Level 4 Diploma in Financial Planning.
- Why this job: Join a dynamic team and make a real difference in client financial journeys.
- Qualifications: Experience in financial planning and a passion for client service.
The predicted salary is between 60000 - 80000 £ per year.
Your Resourcing Partner Limited is recruiting an experienced Senior Financial Planning Executive in the City of London to back Financial Advisers and support wealth management operations. The role focuses on high-quality technical support, client service, and mentoring colleagues and advisers.
The successful candidate will be working toward the Level 4 Diploma in Financial Planning and will contribute to a best-in-class client experience while supporting business operations and regulatory compliance.
Senior Financial Planning & Client Experience Leader 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
