Exciting Opportunity in Private Wealth - Financial Planning Technical Support
Are you a meticulous, technically skilled professional with a passion for financial planning? Join a highly respected organisation in London as a Financial Planning - Technical Support. This permanent role is perfect for someone looking to provide vital administrative and technical support while advancing their career in private wealth.
Key Responsibilities:
Prepare quotes and illustrations. Conduct client valuations and review external suitability reports with feedback. Assess client risk profiles and identify discrepancies. Research and analyse existing contracts, presenting findings to the team. Draft client letters and proposals containing advice and recommendations. Act as the first line of defence in triaging advice. Ensure compliance with ethical and regulatory frameworks. Qualifications and Skills:
CII Certificate in Financial Planning (or equivalent Level 3 qualification). Progress towards/achievement of the CII Diploma in Financial Planning. Previous experience in financial administration with strong technical expertise. This role offers a fantastic opportunity to contribute to the success of the Financial Planning Team in a collaborative environment. Don't miss your chance to be part of a leading private wealth organisation - apply now!
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Prepare quotes and illustrations. Conduct client valuations and review external suitability reports with feedback. Assess client risk profiles and identify discrepancies. Research and analyse existing contracts, presenting findings to the team. Draft client letters and proposals containing advice and recommendations. Act as the first line of defence in triaging advice. Ensure compliance with ethical and regulatory frameworks. Qualifications and Skills:
CII Certificate in Financial Planning (or equivalent Level 3 qualification). Progress towards/achievement of the CII Diploma in Financial Planning. Previous experience in financial administration with strong technical expertise. This role offers a fantastic opportunity to contribute to the success of the Financial Planning Team in a collaborative environment. Don't miss your chance to be part of a leading private wealth organisation - apply now!
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