Financial Planning Assistant

Square Peg Associates; Bury; On-site; GBP 26,000 - 33,000; Full time

Job summary

A recruitment consultancy is looking for a motivated Financial Planning Assistant in Bury. The role requires collaborating with Financial Planners, preparing cashflow plans, and writing recommendations for clients. Ideal candidates should have a basic understanding of financial products, excellent organisational skills, and experience in a related financial services role. Competitive salary and full training will be provided to advance your career in financial planning. Join a dynamic team poised for growth and success.

Benefits

Full training and support with qualifications

Career progression opportunities

Competitive salary

Qualifications

• 1-3 years+ of experience in an IFA/Wealth Management/Financial Planning Assistant role.
• Strong organisational skills and ability to manage multiple tasks.

Responsibilities

• Prepare cashflow plans and finance strategies.
• Produce client valuations and assist in pre-meeting preparations.
• Check compliance documents for regulatory requirements.
• Perform administrative tasks like maintaining client records.

Skills

Basic understanding of financial products

Attention to detail

Good communication skills

IT proficiency with databases

Education

Working towards Financial Planning Diploma

CII professional Qualifications

Job description

Our client is a highly respected firm of Chartered Financial Planners based in Bury who specialise in providing Financial Advice to High-net-worth individuals. They are currently looking for a motivated Financial Planning Assistant, Administrator or Junior Planner, who is looking to advance their experience in a technical role. The role involves working closely with the Financial Planner and using research software to build case recommendations for the client and prepare cashflow plans.

The role will involve writing short recommendation letters where the Paraplanner in the team will concentrate on writing the long suitability reports.

Salary & Benefits

• Salary: commensurate with experience, ranging from £26,000 – £33,000, negotiable and competitive for your experience.
• Full training, support with qualifications and great career progression.
• Working hours: Mon-Fri 9am – 5pm in an office-based role. There is scope to continue to become a Financial Planner in the business.

The ideal Financial Planning Assistant will be working towards their Financial Planning Diploma, RO Qualifications or have CII professional Qualifications or hands on experience.

Key Responsibilities for the Financial Planning Assistant:

• Working closely with Financial Planners preparing cashflow plans and finance strategies.
• Using client-facing and/or research software to build the case for recommendations to the client.
• Produce client valuations and ensure all relevant documents are prepared for review meetings; assist with pre-meeting preparations, including compiling necessary data and information.
• Joining client meetings when relevant, to meet clients to understand their situation and objectives.
• Preparing Current Position reports from cashflow software for which training will be provided.
• Compiling recommendation letters to change an income withdrawal from a Pension, ISA or Investment Account.
• Check compliance documents to ensure everything meets regulatory requirements.
• Review and update file notes to maintain accuracy and compliance.
• Perform basic administrative tasks, such as handling correspondence and maintaining client records.

Key Skills & Experience:

• Basic understanding of financial products and services, and a passion for Financial Planning, Pensions or Investments.
• Understanding or knowledge of cashflow planning is preferred.
• Strong attention to detail and excellent organisational skills.
• Good communication skills to build rapport with internal colleagues and clients.
• Ability to manage multiple tasks and deadlines in a fast-paced environment.
• IT proficiency and confidence working with databases and electronic records.
• 1-3 years+ experience preferably within an IFA/Wealth Management/Financial Planning Assistant role.

Join this dynamic team and contribute to the continued growth! If you’re an ambitious individual with a passion for your work, we’d love to hear from you.

About Square Peg Associates: At Square Peg Associates, we are a leading recruitment consultancy specialising in finance and commercial business professionals within the North West of England. Our approach is personal and tailored to each candidate. We not only consider the qualifications listed on their CVs but also take the time to understand them on a deeper level. Before representing any candidate to our esteemed client base, we build strong relationships with them.