Financial Planning Assistant: Growth Path to Paraplanner

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

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.