Financial Planning Executive
5 hours ago
We are seeking a skilled Financial Planning Executive to join our team in London. This is a fantastic opportunity to work with a renowned firm specialising in financial planning services for corporate executives, small business owners, and professionals.
Job DescriptionThis role involves providing administrative support to our financial planners, including managing client appointments, preparing annual reviews, and writing reports for new business and pension switches.
As a key member of the team, you will be responsible for:
- Booking client meetings and arranging annual reviews;
- Preparing comprehensive reports for new business opportunities;
- Writing reports for pension switches and ISA transfers;
- Managing paperwork and plan implementation;
- Handling LOA submissions and chasing information from clients and providers;
- Maintaining accurate records and updating our back-office system;
- Processing new business applications from start to finish;
To succeed in this role, you should have at least two years' experience working in a UK financial planning firm and hold a Level 4 qualification in financial planning or be working towards it.
You should also possess excellent communication skills, be able to build strong relationships with clients, and have a keen eye for detail.
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Financial Planning Consultant
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Senior Financial Planning Professional
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Financial Planner Opportunity
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Financial Planner
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Financial Planning Executive
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Senior Financial Specialist
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Financial Planning Specialist
1 month ago
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Senior Financial Planning Administrator
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Senior Financial Planning Specialist
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London, Greater London, United Kingdom Financial Divisions Full timeJob OverviewA Senior Financial Planning Specialist is required to assist with the preparation of financial advice on investments, pension planning, inheritance tax and estate planning for high net worth clients.The ideal candidate will have a minimum of 2 years' full paraplanning experience and be Diploma Qualified.
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Financial Planning Assistant
3 weeks ago
London, Greater London, United Kingdom Fram Executive Search Limited Full timeJob OverviewA prestigious financial planning firm in Dorset seeks an organized and detail-oriented Financial Planning Administrator to provide administrative support to their team. This is a fantastic opportunity for someone looking to grow and develop their skills in a fast-paced environment.
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Successful Adviser Role
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Executive Financial Planning Manager
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Financial Planning Expert for Complex Cases
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Executive Financial Planning Manager
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Mortgage and Protection Consultant
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