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Financial Planning Executive - London/Hybrid - Up to £38,000

Clever-HR
Job LocationCity of London
EducationNot Mentioned
Salary£30,000 - £38,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Job Title: Financial Planning ExecutiveLocation: London/HybridSalary: Up to £38,000 + comprehensive benefits and financial support towards professional qualifications.A prestigious wealth management firm based in London have recently released a new opportunity for an experienced Financial Planning Executive to join their thriving team of wealth management professionals. The role offers a fantastic opportunity for a partor fully qualified CII level four diploma candidate with aspirations to develop into a paraplanning role, as full training and support will be offered to the successful candidate.Experience required.

  • At least 2 years’ experience within the independent sector of the financial services industry, in a relevant administration role, involving direct contact with high-net-worth clients.
  • Experience of using iO and provider platforms (e.g: AJ Bell, Standard life, Transact etc)
  • Have excellent IT skills and written communication skills, being highly proficient in the use of Microsoft Office packages. A good working knowledge of Excel will be advantageous.
  • A good understanding of the needs of Financial Services teams, and FCA rules and compliances.
  • Relevant industry qualifications will be a distinct advantage (preferably at least one R0 exam)
Required skills
  • Client Services
  • Customer Service
  • Financial Advice
  • Financial Planning
  • Investment
  • Paraplanning
  • Pensions
  • Platforms
  • Wealth Management
  • Private Client

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