At a Glance
- Tasks: Support Financial Advisers and enhance client experiences in wealth management.
- Company: Established wealth management practice in the heart of London.
- Benefits: Competitive salary, career progression, and a supportive team environment.
- Other info: Opportunity to mentor colleagues and grow within a professional setting.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Must be working towards Level 4 Diploma in Financial Planning or equivalent.
The predicted salary is between 50000 - 60000 £ 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 ...
Senior Financial Planning Support Executive 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
