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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 required
Qualifications:
- CII Certificate in Financial Planning or similar Level 3 qualification
- Working towards/obtained CII Diploma in Financial Planning
Knowledge and Experience:
- Previous experience in a financial administration role
- Strong foundation of technical knowledge in financial planning advice
