Financial Planning Administrator

CV Elite Limited; Greater London; On-site; GBP 30,000 - 40,000; Full time

Benefits offered by this job

25 days holiday + bank holidays

Pension

Professional exams support

Cycle to work scheme

Season ticket loan

Job summary

Monenti Partners in central London (WC1) is seeking a Client Executive (Financial Planning Assistant/Administrator/Graduate Trainee) to support advisers and deliver a high standard of service to high-net-worth clients.

You will receive support to become Diploma qualified, with progression toward Paraplanning and Chartered Financial Planner status as skills grow. The role offers development, competitive salary, and attractive benefits.

Qualifications

• 12 months+ experience in a professional services environment.
• Graduate candidate preferred (2:1+), not essential.
• Commitment to a career in financial planning.
• Ambitious, eager to learn and study for qualifications.
• Strong communication, analytical and organisational skills.
• Proficient with MS Office, especially Excel.

Responsibilities

• Assist financial planners with portfolio services for high-net-worth clients.
• Help prep for pre/post financial planning meetings.
• Prepare LOAs and manage policy data in the pipeline.
• Update valuations and policy details; maintain CRM records.
• Collate investment data and back-office filing.
• Support annual capital gains tax project and client reports.
• Communicate with clients by phone and email; arrange meetings.
• Handle general admin and meeting room preparation.

Skills

Excellent communication

Analytical

Administrative

Relationship building

Education

Graduate degree

Tools

MS Office

CRM system

Job description

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 invested in, valued and rewarded accordingly.

Salary and Benefits: £30,000 to £40,000 (dependant on experience) + bonus + pension + continued professional development and financial support with professional exams + 25 days holiday + bank holidays + long service additional leave award + cycle to work scheme + season ticket loan.

The Company: Monenti Partners was established with a mission to set the benchmark for the quality of financial planning they offer to their clients and the positive outcomes they deliver for them as a result, taking their clients from Financial Uncertainty to Financial Freedom. They are a firm where both excellence and fair treatment are central to their culture, operating with a clear set of values Integrity, Diligence, Commitment, Energy and Curiosity values which guide their every action and serve as the standard to which they hold themselves accountable.

Client Executive (Financial Planning Assistant/Financial Planning Administrator/Graduate Trainee, responsibilities include:

• Providing the assistance involved in providing financial planning and portfolio services to high-net-worth clients.
• Assisting the Advisers with pre and post Financial Planning Meeting preparation.
• Preparing Letters of Authority (LOAs), collating, submitting and chasing policy information and managing the pipeline.
• Checking and updating valuations and other policy details.
• Updating records on the Customer Relationship Management (CRM) system (contribution amendments, expression of wish changes, personal details etc.)
• Collating investment data and saving to the back-office system on behalf of Advisers.
• Annual Capital Gains Tax project, sharing reports with clients as appropriate.
• Client communication via phone and email, developing client relationships, arranging meetings and collating supporting documents.
• General administration handling post and emails, binding, printing and preparing documents for meetings, preparing meeting rooms etc.

Client Executive (Financial Planning Assistant/Financial Planning Administrator/Graduate Trainee, skills and experience required:

• 12 months + experience of working in a relevant professional services environment (ideally gained in financial advice or working on the provider side, but training will provided for the right candidate)
• Highly intelligent, preferably a graduate (ideally 2:1 or above), but this is not essential for an intelligent individual who has chosen to take a different career pathway.
• The ability to demonstrate a commitment to a career with the Financial Planning sector.
• Ambitious, keen to learn and to study for professional qualifications.
• Professional appearance, confident manner and exceptional communication skills, both verbal and written.
• Analytical, excellent administrative and organisational skills and a keen eye for detail
• Strong technology and mathematical aptitude, proficient with MS Office applications, particularly Excel.
• A team player with a can do attitude, adaptable to change and prepared to participate fully in the successful operation of the business.

Dawn O Shea is the Recruitment Partner, recruiting the Client Executive (Financial Planning Assistant/Financial Planning Administrator/Graduate Trainee) directly on behalf of Monenti Partners so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.