Location: Basinghall Street, London
Reports to: Senior Partner / Team Leader
Contract Type: Full-time, Permanent

Role Overview

We are seeking an experienced and technically strong individual to join our Wealth Management team as a Senior Business Support Executive.

The successful candidate will support the management of a substantial client portfolio and assist with the oversight and development of advisers and support staff alongside the Senior Partner. The role plays a key part in delivering exceptional client outcomes through technical financial planning support, operational management, business development support, and leadership across the wider team.

This opportunity would suit an experienced professional within Financial Planning or Wealth Management looking to take on broader responsibility within a high-performing environment.

Key ResponsibilitiesBusiness Processing

• Conduct detailed analysis of provider information and client data.
• Perform financial calculations and technical analysis to support financial planning recommendations.
• Complete CFRs accurately and efficiently.
• Draft, review, and finalise suitability reports and associated client documentation.
• Maintain high standards of file quality and compliance.

Meeting Preparation

• Prepare tailored recommendations for presentation in client meetings.
• Produce and maintain client cashflow modelling reports.
• Prepare meeting packs, financial analytics, and supporting documentation.

Business Management & Forecasting

• Monitor and maintain recurring revenue streams across the client portfolio.
• Forecast income and identify opportunities to improve business pipeline and operational efficiency.
• Support wider business planning and operational objectives.

Client Servicing

• Ensure all clients receive annual review meetings within agreed service timelines.
• Maintain accurate client records and meeting outcomes within Salesforce.
• Draft and issue review letters and follow-up documentation promptly following meetings.

Risk & Compliance

• Identify, monitor, and escalate potential client, business, and regulatory risks.
• Work closely with the internal Risk & Compliance team to maintain robust governance standards.
• Ensure all documentation and processes remain compliant with FCA requirements.

Team Management & Leadership

• Support the management and development of support staff within the team.
• Mentor junior team members to improve technical capability, efficiency, and service standards.
• Assist with the operational development of advisers across the wider team.
• Act as a key communication link between Senior Management and the wider team.

Skills & Experience Required

• Previous experience within Wealth Management or Financial Planning.
• Strong technical knowledge of pensions, investments, and financial planning.
• Experience preparing suitability reports and supporting advisers.
• Strong organisational, analytical, and communication skills.
• Ability to manage workloads effectively within a fast-paced environment.
• Experience using Salesforce and cashflow modelling software preferred.
• Level 4 Diploma qualified (or working towards) preferred.

What We Offer

• Competitive salary
• Performance-related bonus structure
• Career development opportunities within a growing team
• Professional and collaborative working environment

Pay: £40,000.00-£45,000.00 per year

Ability to commute/relocate:

• London EC2V 5DE: reliably commute or plan to relocate before starting work (required)

Language:

• English (required)

Licence/Certification:

• Level 4 Investment Advice Diploma (CISI/CII) (preferred)

Willingness to travel:

• 100% (required)

Work Location: In person

View the original Indeed job posting for the Business Support Executive opportunity at Clearwater Wealth Management in London.