Financial Planning Administrator

The Role: I am recruiting a Client Executive (Financial Planning Assistant/Financial Planning Administrator/Graduate Trainee) on behalf of Monenti Partners, a leading independent Financial Planning firm based in central London (WC1). The Opportunity: Working in a collaborative, fast paced and client focused team, the role of Client Executive (Financial Planning Assistant/Financial Planning Administrator/Graduate Trainee) provides exceptional career opportunities. From the outset you will work alongside and learn from highly qualified Financial Planners, supporting them with delivering an exceptional financial planning service to high-net-worth clients. You will receive the support required to become Diploma qualified and, when your technical skills allow, you will progress into a Paraplanning role and, as your skills develop, you will have the further opportunity to become a Chartered Financial Planner/ Financial Advisor. The Person: The successful Client Executive (Financial Planning Assistant/Financial Planning Administrator/Graduate Trainee) will be ambitious, highly intelligent and able to demonstrate a commitment to a career within the financial planning industry. They will be keen to learn, proactive, organised and detail orientated, with exceptional relationship building, customer service and administrative skills. They will be articulate, analytical and aspirational, keen to make a significant contribution to the growth of a progressive and ambitious firm while being ..... full job details .....