Financial Planning Operations / SME – City

Financial Planning Operations / Subject Matter Expert


c. £70K

I am recruiting for an operations specialist / SME within the financial planning team of a major wealth management business in the City.
The role will involve:
Conducting analysis of advice and process, file checks and due diligence where required
Extensive liaison with internal and external stakeholders developing relationships
Undertaking projects to support the development of the division
Recommend policy and process
Act as a technical specialist
Provide quality MI for executives
Keep up to date with regulatory changes
The role requires:
Minimum Diploma level 4 qualification
Minimum of 5 years experience within financial planning
Solid understanding of financial markets, risk management, and regulatory requirements