Financial Planning Assistant

GCB Recruitment; East Midlands; On-site; GBP 26,000; Full time

Job summary

A reputable financial organization in the East Midlands is seeking a Financial Planning Assistant to provide administrative support to financial advisors. The role involves managing documentation and assisting with client onboarding. Ideal candidates should have at least two years of experience in financial administration. This is a full-time, office-based position with a competitive salary of £26,000 per annum and benefits including 33 days holiday and professional development opportunities.

Benefits

33 days’ holiday

Ongoing professional development support

Opportunities for career progression

Qualifications

• Minimum of two years’ experience in a financial administrative capacity.
• Experience with printing, scanning, preparing packs, and general administration support.
• Ability to uphold high standards of accuracy.

Responsibilities

• Providing comprehensive administrative support to financial advisors.
• Preparing documentation and financial packs accurately.
• Managing sensitive documents through printing, scanning, and filing.
• Supporting client data management and onboarding process.
• Assisting with client correspondence and meeting preparations.

Skills

Proficiency in administrative tasks

Understanding of financial processes

Excellent organizational skills

Comfortable with technology/systems

Proactive and detail-oriented

Job description

We are partnering with a reputable IFA based in the Debry area to find a dedicated Financial Planning Assistant. This role plays a vital part in supporting the main financial and advisory teams, ensuring smooth operations through administrative and clerical duties. The organisation values professionalism and efficiency, offering an environment where your expertise will contribute to their continued success.

This position is available to start as soon as possible, making it a timely opportunity for individuals seeking stability and growth.

What’s on offer

The position is both full-time and office-based, with a 37.5-hour working schedule per week. The salary package is competitive at £26,000 per annum. Benefits include 33 days’ holiday, ongoing support for professional development, and opportunities for career progression, with the potential to advance into a paraplanner role.

Requirements

The successful individual should have a minimum of two years’ experience in a financial administrative capacity, demonstrating proficiency in tasks such as printing, scanning, preparing packs, and general administration support for financial advisors. A solid understanding of financial processes, comfortable using different types of technology/systems, and excellent organisational skills are essential.

The ideal applicant will be proactive, detail-oriented, and comfortable working within a team to meet deadlines and uphold high standards of accuracy.

Responsibilities

• Providing comprehensive administrative support to financial advisors and the main finance team
• Preparing documentation, reports, and financial packs accurately and efficiently
• Managing printing, scanning, and filing of sensitive documents
• Supporting the onboarding and client data management process
• Assisting with the preparation of client correspondence and meeting packs
• Contributing to the smooth daily operation of the financial administration function

If you're ready to bring your experience in financial administration to a dynamic and supportive environment, this role offers a strong foundation for career development within a thriving organisation that's not to be missed!