Senior Financial Planning Support Executive

About the role

This senior position supports financial advisers within a fast‑growing wealth management practice in the City of London. You will provide high‑quality technical assistance, mentor junior staff, and help deliver an exceptional client experience while contributing to business operations.

Key responsibilities

• Act 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 follow‑up actions.
• Produce detailed client fact‑finds in Salesforce to support suitability reports and business submissions.
• Manage Letters of Authority and liaise with product providers throughout the advice process.
• Maintain accurate client records and ensure compliance with regulatory standards.
• Handle client enquiries via telephone, email and face‑to‑face meetings.
• Monitor and update client revenue streams and forecast income from adviser client banks.
• Identify operational risks and work with the Risk & Compliance team to implement best practice.
• Support the Team Leader with day‑to‑day business operations and mentor junior support staff.
• Act as a key link between senior management and operational staff.

Required profile

• Level 4 Diploma in Financial Planning (or within one exam of completion).
• At least two years’ experience in paraplanning, financial planning support or wealth‑management operations.
• Strong technical knowledge of pensions, investments, protection and personal tax planning.
• Proven experience supporting financial advisers in a client‑focused environment.
• Ability to mentor colleagues and contribute to operational development.

Required skills

• Salesforce