Financial Planning Support

Role: Financial Planning Support

Employment Type: Full Time Employed

Location: Central London

Experience: Min. two years relevant industry experience required

Education & Qualifications: Graduate preferred but not essential

Strabens Hall requires a bright and articulate individual with relevant financial services
experience for a full-time permanent role in the administration team, based at its offices
in London W1. The vacancy has arisen as a result of increased workload as the business
expands.

The firm acts for a wide range of clients, and is recognised as being a leader in its field
by both third party professionals and industry media. Strabens Hall is a Chartered
Financial Planning firm and has won the City Wealth Magic Circle award for Financial
Advisory Firm of the Year two years running.

Relevant financial services experience is essential and some knowledge of the Curo
(Microsoft Dynamics) back office system is desirable, as are initiative and drive.

Key tasks will include:

– Acting as the point of contact between advisers, clients and third party product
providers

– Establishing and maintaining electronic client files (Curo CRM)

– Obtaining information and maintaining accurate records

– Sourcing quotations, illustrations and supporting documentation

– Preparing valuations, reports and other material for client meetings

– Processing new business applications and maintaining accurate records of
transactions

The role requires the following key attributes;

– Detail: excellent attention to detail

– Prioritisation: the ability to work independently and proactively

– Communication: strong written and verbal communication skills

Who will this role suit?
The role is likely to suit a candidate who takes responsibility, pride and care in their work,
who engages proactively with stakeholders, and is keen to get broad-based experience
across financial planning and investment management at a leading advisory firm. A
minimum of two years relevant industry experience is required.
Support for professional career study is available.
Remuneration will be in line with experience and include a discretionary bonus scheme.
Qualifying pension and healthcare, cycle to work and annual travel loan schemes
available.

About Strabens Hall
Established in 2007, the firm provides financial planning, wealth structuring and
investment advice to high net worth and ultra-high net worth individuals. Strabens Hall
has offices in London and France and serves clients internationally.

Working at Strabens Hall
You’ll find working in Soho a feast for the eyes, with a huge variety of shops, cafes, bars
and eateries to explore along the busy side streets, with lots of interesting people. We
are based just a moment’s walk away from the bustling stores on Oxford Street and
Regent Street, with Chinatown and Theatreland nearby. A variety of public transport and
travel links are widely available.

We hold regular in-house and external events which all of our team are encouraged to
attend. We provide quarterly team events, with an annual away-day each summer with
the team taking part in ad hoc sporting and charity events.

Flexible working arrangements are available for the right candidate.

If you would like to join our hard working, friendly, professional team, send a copy of
your current CV along with a covering letter to
careers@strabenshall.co.uk

Find out what our current and previous employees have to say about working at
Strabens Hall at Glassdoor