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The Private Office

London, United Kingdom
Not specified; bonus: compyny discretionary bonus ...
On-site
Cii diploma in financial planning qualification
Analyzing client circumstances and objectives
Producing comprehensive recommendation reports
The role involves working as part of a productive, high-performing team to provide full support to Advisers and Financial Planning Executives

Job Summary

  • The role involves working as part of a productive, high-performing team to provide full support to Advisers and Financial Planning Executives.
  • Candidates will be responsible for analyzing clients' circumstances, portfolios, and objectives to prepare appropriate recommendation reports.
  • The company offers a true hybrid working model, 24 holidays increasing to 26, and full support with professional qualifications.

Matching Summary

The role involves working as part of a productive, high-performing team to provide full support to Advisers and Financial Planning Executives.

Salary

Not specified; Bonus: Company discretionary bonus scheme; Benefits: Pension, private healthcare, life assurance, wellbeing programme

Skills & Requirements

Must-have

  • CII Diploma in Financial Planning qualification
  • Analyzing client circumstances and objectives
  • Producing comprehensive recommendation reports
  • Whole-of-market research on investments
  • Liaising with regulatory and technical teams

Nice-to-have

  • Experience within Private Wealth Management
  • Ambitious and goal-orientated mindset
  • Strong interpersonal and communication skills
  • Ability to work unsupervised with self-motivation
  • High standard of personal organisational skills

Key Requirements

  • CII Diploma in Financial Planning (minimum)
  • Experience in Private Wealth Management
  • Good working knowledge of regulatory requirements

Work Rights

Not specified

Tailored Resume

Cover Letter