Financial Planning Assistant

ZipRecruiter; Leeds; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player in Financial Planning is seeking a Financial Planning Assistant to enhance their team in Central Leeds. This role is pivotal in providing first-line administrative and technical support to Financial Planning Consultants while ensuring exceptional client service. The ideal candidate will have at least 2 years of experience in a similar administrative role, showcasing strong communication skills and proficiency with IT systems. Join a dynamic team where you can contribute to client satisfaction and business growth while enjoying a competitive salary and benefits package.

Benefits

Competitive Salary

Company Benefits

Qualifications

• 2+ years of experience in Financial Planning or IFA Administrative role.
• Strong written and verbal communication skills.

Responsibilities

• Provide administrative and technical support to Financial Planning Consultants.
• Maintain client records and ensure compliance requirements are met.

Skills

Administrative Support

Client Service

Communication Skills

IT Systems Proficiency

Education

Diploma in Financial Planning

Tools

XPlan

Job description

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

1. Provide relevant documentation ahead of FPC client meetings;
2. Obtain relevant research relating to proposed advice;
3. Compile suitability letters based on the advice being given;
4. Process new business;
5. Ensure accurate completion of compliance requirements;
6. Respond to client queries;
7. Maintain client records on XPlan;
8. Liaise with life offices and providers;
9. Ensure the administrative requirements are completed for the Client Review Process;
10. Contribute to new business development;
11. Proactively maintain a high level of client service;
12. 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.

Great salary and company benefits are offered with this role.