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European Financial Planner

Zoek Pin London, Greater London, England


Permanent (Full time)

Posted 7 days ago

European Financial Planner
Accountant, Accountancy, Accounting, Accounts, Finance, Reporting, Reconciliations, Commercial Finance, Business Planning, Analysis, Financial Control, Treasury, Budget, Strategic Plan, Economics, Cooperate, Project Implementation, French Speaker, French Speaking, Account Management, Customer Service, Audit, Financial, Financial Analyst, Financial Planning, Wealth Management,
Salary: Up to £40,000 pa DOE
Location: London
Ref: 736PL

Please visit the French Selection UK website, vacancies section, search job reference 736PL
Applications submitted on our website will come to us in the correct format, which means they will be processed faster & more efficiently by our team of consultants.

The Company:
A successful, Boutique Independent Financial Advisory firm based in central London

Main duties:
To provide technical support to the Administrative Team and the Managing Director
To interpret information obtained during client meetings, conduct research to provide solutions to meet their needs and ensure compliance on an ongoing basis

The Role:

- Research, analyse & compile financial planning reports
- Prepare & present key data for business plans & commercial strategy
- Arrange existing client file reviews and be responsible management of client base
- Assist in the budget and forecast processes including submission of figures
- Liaise with clients to request documentation and provide progress reports
- Undertake & present to the team as appropriate Financial Planning and product based research
- Work with the team to maintain business flow
- Ensure team is following the process up to date and securely
- Perform various administrative tasks as required from being part of a small office
- Undertake any other reasonable duties as the business grows

The Candidate:
- Fluent in English - Additional fluency in French - Advantageous
- Diploma Level 4 Qualified or Part Qualified in Financial Planning
- Experienced as a Paraplanner
- Experienced in the Wealth Management Industry
- Good knowledge of IO, Defaqto, and advice software
- Good knowledge of the compliance procedure and process
- Good knowledge of pensions as they pertain to Individual and Corporate Clients
- Strong team player but also able to work independently with excellent verbal and written skills

Salary: Up to £40,000 pa DOE

French Selection UK - The leading recruitment consultancy specialising in the placement of French, German, Spanish, Italian and Russian speaking professionals and executives throughout the United Kingdom

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