Financial Planning Executive

5 hours ago


London, Greater London, United Kingdom Recruitment Rebellion Full time

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 Description

This 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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