https://jobs.co.uk/job/senior-financial-planning-support-executive-your-resourcing-partner-limited--ea759ea9-a405-43d3-8abf-03cc1647ef0b RSS feed for Senior Financial Planning Support Executive at Your Resourcing Partner Limited. en-gb Fri, 17 Jul 2026 14:34:09 GMT https://jobs.co.uk/job/senior-financial-planning-support-executive-your-resourcing-partner-limited--ea759ea9-a405-43d3-8abf-03cc1647ef0b https://jobs.co.uk/job/senior-financial-planning-support-executive-your-resourcing-partner-limited--ea759ea9-a405-43d3-8abf-03cc1647ef0b Fri, 17 Jul 2026 11:51:42 GMT Location: London | Salary: 40000.00-40000.00 Annual | Type: Permanent | 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.Produ... Permanent