Financial Planning Assistant

Lime Professional Services; Morley; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial planning firm based in Central Leeds is seeking a Financial Planning Assistant to provide administrative and technical support to Financial Planning Consultants. The role focuses on client service, including preparing documentation for meetings, maintaining records, and handling compliance tasks. Ideal candidates should have over 2 years of experience in a similar role and strong communication skills. A competitive salary and benefits are offered.

Benefits

Competitive salary

Company benefits

Qualifications

• 2+ years experience in Financial Planning or IFA Administrative role.
• Strong written and verbal communication skills.
• Ability to work with IT systems.

Responsibilities

• Provide documentation for FPC client meetings.
• Compile suitability letters based on advice.
• Process new business and maintain client records.

Skills

Written communication

Verbal communication

IT systems proficiency

Education

Started or completed Diploma in Financial Planning

Tools

XPlan

Job description

Overview

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 maintaining a high level of client service
• Carry out other administrative related tasks as required in support of the FPC

Requirements / Qualifications

• Ideally 2+ years experience working in a similar Financial Planning / IFA Administrative role supporting Financial Advisers with their Administrative tasks
• Strong written and verbal communications skills
• Ability to work with IT systems
• Advantage if you have any further qualifications relating to Financial Planning, or have started to study towards a Diploma in Financial Planning

Salary & Benefits

Great salary and company benefits are offered with this role.