Financial Planning Executive

4 weeks ago

City of London, United Kingdom Financial Divisions Full time

Our client is a leading _IFA_ firm based in Central London, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments.

They are urgently seeking a Financial Planning Assistant to join the growing team in the Central London offices, near Liverpool. The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants,and be the main point of contact for clients, and maintain a high level of client service at all times.

Specifically you'll:

- Obtain relevant research relating to proposed advice;
- Compile suitability letters based on the advice being given;
- Process new business;
- Ensure accurate completion of compliance requirements;
- Respond to client queries;
- Maintaining client records on XPlan;
- Liaise with life offices and providers;
- Ensure the administrative requirements are completed for the Client Review Process;
- Contribute to new business development;
- Proactively maintaining a high level of client service;
They are seeking someone with ideally 2+ years experience working in a similar IFA Administrative role supporting Financial Advisers with their Administrative tasks, with strong written and verbal communications skills, coupled with the ability to work withIT systems. It would be to your advantage if you have any further qualifications relating to Financial Planning, or have started to study towards a Diploma in Financial Planning.

Great salary c 35k and company benefits are offered with this role, including 25 days

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