Financial Planning (Technical Support)
City Of London
Permanent
Operations
Investment Management
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!
Financial Planning (Technical Support)
LHH
22 days ago
Permanent
Operations
Investment Management
City Of London
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!