Aspiring Financial Planner | Trusted Client Advisory Path

Plannex Property Management Ltd; United Kingdom; Hybride; GBP 35 000 - 50 000; Plein temps

Avantages offerts par ce poste

Annual bonus

Employer pension contribution 8%

Fully funded professionalqualification

Hybrid working – Mon-Thurs in office,

25 days holiday + bank holidays

Résumé du poste

Plannex Property Management Ltd is seeking a motivated candidate to support client relationships and financial planning activities within a growing advisory practice. You will learn the business, support client servicing and progressively take on planning responsibilities.

Initially you will work closely with senior staff, developing technical capability and professional qualifications, while building relationships with clients, providers and colleagues.

Qualifications

• Strong communication and relationship-building skills.
• Experience in a professional working environment.
• High levels of organisation and attention to detail.
• Strong IT and administrative capability.
• Genuine interest in financial planning and helping people.
• Must have own vehicle, clean driving license and ability to travel to client meetings.
• Experience within financial services.
• Progress towards Level 4 Diploma.
• Experience supporting clients or stakeholders.
• Interest and openness to using AI tools and technology.

Responsabilités

• Prepare meeting packs and supporting documentation.
• Support the delivery of ongoing client service.
• Build strong relationships with clients, providers and professional connections.
• Ensure client records remain accurate and up to date.
• Attend and contribute to client meetings.
• Assist with research and planning activities.
• Support implementation of recommendations.
• Coordinate actions with providers and third parties (incl. outsourced para planning).
• Develop understanding of pensions, investments, protection and cashflow planning.
• Ensure work is completed to regulatory and compliance standards.
• Identify opportunities to improve client experience and internal processes.
• Support operational projects and events where appropriate.
• Contribute positively to team culture and business development.
• Demonstrate ownership, initiative and professionalism.
• Progress professional qualifications.
• Develop technical expertise and planning knowledge.
• Build confidence in client-facing responsibilities.
• Participate actively in coaching, mentoring and development opportunities.

Connaissances

Strong communication

Relationship-building

Professionalism

Organisation

Attention to detail

IT skills

Administrative capability

Financial services experience

Driver with own vehicle

Willingness to travel

Interest in AI tools

Formation

Progress towards Level 4 Diploma

Description du poste

Plannex Property Management Ltd is seeking a motivated candidate to support client relationships and financial planning activities within a growing advisory practice. You will learn the business, support client servicing and progressively take on planning responsibilities.

Initially you will work closely with senior staff, developing technical capability and professional qualifications, while building relationships with clients, providers and colleagues.