At a Glance
- Tasks: Support Financial Advisers, manage client reviews, and mentor colleagues in a dynamic environment.
- Company: Established wealth management practice in the heart of London.
- Benefits: Competitive salary, professional development, and leadership opportunities.
- Other info: Opportunity to progress towards Level 4 Diploma while taking on leadership roles.
- Why this job: Make a real impact by enhancing client experiences and guiding future financial leaders.
- Qualifications: Experience in financial planning and a passion for mentoring others.
The predicted salary is between 60000 - 70089 £ per year.
Your Resourcing Partner Limited in the City of London is assisting an established wealth management practice to recruit an experienced Senior Financial Planning Executive to support Financial Advisers and mentor colleagues.
You will manage client reviews, prepare fact finds, coordinate processes and help deliver an exceptional client experience while progressing toward Level 4 Diploma and taking on leadership responsibilities.
Senior Financial Planning Lead & Adviser Support 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
