Senior Financial Planning Support Executive

The OpportunityAn established and highly successful wealth management practice in the City of London is looking to recruit an experienced Senior Financial Planning Executive to join its growing team.This is a senior technical and operational position suited to someone with a strong background in supporting Financial Advisers within a wealth management or independent financial advice environment. Alongside providing high-quality technical support, you will play an important role in mentoring colleagues and financial advisers, supporting business operations and helping deliver an exceptional client experience.This is an excellent opportunity for an ambitious individual who is looking to progress their career within a professional, client-focused wealth management business. Please note you must be working towards the Level 4 Diploma in Financial Planning or equivalent (CII or CISI), having completed this or very close to completion to be suitable for this role. Key ResponsibilitiesAct as the primary point of contact between clients and Financial Advisers, ensuring a seamless client experience.Prepare client review packs using analytical tools and coordinate all follow-up actions.Produce detailed client fact finds through Salesforce to support suitability reports and business submissions.Manage Letters of Authority and liaise with product providers throughout the advice process.Maintain accurate client records and ensure all work meets regulatory and compliance standards.Handle ..... full job details .....