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Contract

Finance Executive (12-Month Fixed Term Contract)

City
money-bag 45000.00-45000.00 Annual
3064728374
Posted 1 week ago

Finance Executive (12-Month Fixed Term Contract) Salary: £45,000 £55,000 per annum (dependent on experience) Contract: 12-month Fixed Term Contract Location: Central London Sector: Financial Services / Independent Financial AdviceAbout the Role We are recruiting on behalf of our client, a well-established Independent Financial Advisory firm based in Central London, for a Finance Executive to join their technical and client support function on a 12-month fixed term contract. This role sits firmly within technical support and report writing, working closely with Consultants and Directors to support the delivery of high-quality, compliant financial planning advice. It is not an advisory role and would suit someone who enjoys technical analysis, research, and producing suitability documentation rather than progressing into an adviser position. Key Responsibilities Research and technical assessment of cases submitted by Consultants Drafting accurate, compliant suitability letters and reports in line with internal procedures and FCA requirements Acting as the primary author of suitability documentation, subject to peer review Analysing client data and meeting notes to support recommendations Supporting Consultants with client queries and technical problem-solving Liaising with Compliance on technical or regulatory matters Managing complex cases and ensuring high standards of accuracy and detail Maintaining full and accurate records of all client and third-party communications ..... full job details .....

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