Financial Planning (Technical Support)

Accountancy jobs >> Accounting/Financial/Insurance

Negotiable

Permanent

Description

Exciting Opportunity in Private Wealth Industry.

Are you a meticulous and technically adept individual with a passion for financial planning? Our client, an esteemed organisation in London, is seeking a Financial Planning - Technical Support to join their dynamic team. If you are looking for a role that offers both administrative and technical support, this permanent position could be the perfect fit for you.

In this role, you will have the opportunity to contribute to the success of the Financial Planning Team by providing crucial administration and technical support. With your exceptional knowledge and progress towards industry qualifications, you will play a vital role in ensuring the smooth operation of the team.

Responsibilities:

Prepare quotes and illustrations where appropriate
Conduct client valuations
Review external suitability reports, offering constructive feedback
Assess the suitability of a client's risk profile, identifying any discrepancies
Research and analyse existing contracts, presenting findings to the team
Act as the first line of defence in triaging advice
Prepare client letters/proposals containing advice and recommendations
Support the provision of advice within the company's ethical and compliance framework
Provide additional administrative and technical support as requiredQualifications:

CII Certificate in Financial Planning or similar Level 3 qualification
Working towards/obtained CII Diploma in Financial PlanningKnowledge and Experience:

Previous experience in a financial administration role
Strong foundation of technical knowledge in financial planning advice
  • 1
  • Negotiable
  • None
  • None
  • CV-85160
  • Permanent
  • 19
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