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Senior Financial Planning Executive
- Aggregated by CV-Library
- Tewkesbury, Gloucestershire
- Permanent
- Full Time
- £30,000 - £35,000 Per Annum
Job Description
We're delighted to be partnering with a growing and forward-thinking independent financial planning business as they continue to invest in their people and build for the future.
This isn't your typical financial services administration role.
You'll become a trusted operational partner to a number of Financial Advisers across the South, helping deliver an outstanding client experience from initial enquiry through to implementation and ongoing servicing. Supported by market-leading technology and AI-driven tools, you'll spend less time battling administration and more time adding real value to both advisers and clients.
With the business continuing to grow at an impressive pace, this opportunity also offers genuine long-term career progression and forms part of a wider succession plan, making it ideal for someone who wants to build a lasting career rather than simply find their next role.
The Opportunity
Working closely with a team of Financial Advisers, you'll become an extension of their business, ensuring cases progress smoothly, clients remain informed and every interaction reflects the high standards the business is known for.
Responsibilities are likely to include:
* Supporting a portfolio of Financial Advisers across the full client journey.
* Managing client cases from instruction through to completion.
* Preparing and coordinating client documentation and recommendations.
* Liaising with clients, providers and internal teams to keep business progressing efficiently.
* Conducting product, platform and provider research where required.
* Managing multiple priorities while maintaining exceptional accuracy and attention to detail.
* Helping identify smarter ways of working through technology, AI and continuous process improvement.
* Delivering an outstanding client experience at every stage.
About You
We're looking for someone who genuinely enjoys being the person advisers rely upon.
You'll probably have experience within an Independent Financial Adviser, Wealth Management or Financial Planning environment and understand how to keep complex client cases moving whilst delivering exceptional service.
You'll ideally bring:
* Experience supporting Financial Advisers within an FCA-regulated environment.
* Strong organisational and operational skills.
* The ability to manage multiple cases simultaneously.
* Excellent communication and relationship-building skills.
* A proactive, solutions-focused approach.
* High attention to detail and pride in delivering quality work.
* Confidence using financial planning systems and embracing new technology.
* A genuine passion for delivering exceptional client outcomes.
Why Apply?
* Join a business experiencing sustained growth.
* Genuine career development and succession opportunities.
* Hybrid working.
* Work alongside experienced advisers in a collaborative environment.
* Benefit from market-leading AI and technology designed to make your role more effective.
* Be recognised as a key part of the business rather than "just" an administrator
This isn't your typical financial services administration role.
You'll become a trusted operational partner to a number of Financial Advisers across the South, helping deliver an outstanding client experience from initial enquiry through to implementation and ongoing servicing. Supported by market-leading technology and AI-driven tools, you'll spend less time battling administration and more time adding real value to both advisers and clients.
With the business continuing to grow at an impressive pace, this opportunity also offers genuine long-term career progression and forms part of a wider succession plan, making it ideal for someone who wants to build a lasting career rather than simply find their next role.
The Opportunity
Working closely with a team of Financial Advisers, you'll become an extension of their business, ensuring cases progress smoothly, clients remain informed and every interaction reflects the high standards the business is known for.
Responsibilities are likely to include:
* Supporting a portfolio of Financial Advisers across the full client journey.
* Managing client cases from instruction through to completion.
* Preparing and coordinating client documentation and recommendations.
* Liaising with clients, providers and internal teams to keep business progressing efficiently.
* Conducting product, platform and provider research where required.
* Managing multiple priorities while maintaining exceptional accuracy and attention to detail.
* Helping identify smarter ways of working through technology, AI and continuous process improvement.
* Delivering an outstanding client experience at every stage.
About You
We're looking for someone who genuinely enjoys being the person advisers rely upon.
You'll probably have experience within an Independent Financial Adviser, Wealth Management or Financial Planning environment and understand how to keep complex client cases moving whilst delivering exceptional service.
You'll ideally bring:
* Experience supporting Financial Advisers within an FCA-regulated environment.
* Strong organisational and operational skills.
* The ability to manage multiple cases simultaneously.
* Excellent communication and relationship-building skills.
* A proactive, solutions-focused approach.
* High attention to detail and pride in delivering quality work.
* Confidence using financial planning systems and embracing new technology.
* A genuine passion for delivering exceptional client outcomes.
Why Apply?
* Join a business experiencing sustained growth.
* Genuine career development and succession opportunities.
* Hybrid working.
* Work alongside experienced advisers in a collaborative environment.
* Benefit from market-leading AI and technology designed to make your role more effective.
* Be recognised as a key part of the business rather than "just" an administrator