Financial Planning Assistant

Lime Professional Services; Leeds; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading Financial Planning firm in Central Leeds is urgently seeking a Financial Planning Assistant to provide administrative and technical support to Financial Planning Consultants. The role involves preparing documentation for client meetings, conducting research, and maintaining client records on XPlan. Ideal candidates will have 2+ years of experience in a similar role, strong communication skills, and proficiency in IT systems. Competitive salary and benefits are offered with this position.

Benefits

Competitive salary

Company benefits

Qualifications

• Ideally 2+ years of experience in Financial Planning or IFA Administrative roles.
• Experience supporting Financial Advisers with administrative tasks.
• Desire to pursue further qualifications in Financial Planning.

Responsibilities

• Provide relevant documentation ahead of FPC client meetings.
• Obtain relevant research relating to proposed advice.
• Compile suitability letters based on given advice.
• Process new business and ensure compliance completion.
• Respond to client queries and maintain client records.

Skills

Strong written and verbal communication skills

Proficiency in IT systems

Client service skills

Education

Diploma in Financial Planning (or related)

Tools

XPlan

Job description

My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments.

We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of contact for clients, and maintain a high level of client service at all times.

Responsibilities

• Provide relevant documentation ahead of FPC client meetings
• Obtain relevant research relating to proposed advice
• Compile suitability letters based on the advice being given
• Process new business
• Ensure accurate completion of compliance requirements
• Respond to client queries
• Maintaining client records on XPlan
• Liaise with life offices and providers
• Ensure the administrative requirements are completed for the Client Review Process
• Contribute to new business development
• Proactively maintain a high level of client service
• Carry out other administrative related tasks as required in support of the FPC

Qualifications

We are seeking someone with ideally 2+ years experience working in a similar Financial Planning / IFA Administrative role supporting Financial Advisers with their Administrative tasks, with strong written and verbal communications skills, coupled with the ability to work with IT systems. It would be to your advantage if you have any further qualifications relating to Financial Planning, or have started to study towards a Diploma in Financial Planning.

Benefits

Great salary and company benefits are offered with this role.