Financial Planning Assistant — Remote Support Expert

Armstrong Watson; Penrith; On-site; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Salary Sacrifice Employer Contribution Pension Scheme

Competitive Annual Leave up to 26 days

Smart Working Policy

Health Shield Cash Plan

Employee Assistance Programme

Referral Schemes for clients and employees

Ongoing access to online training

Paid professional membership fees

Subsidised social events

Job summary

A leading Accountancy and Business Advisory firm in Penrith is looking for a Financial Planning Assistant. This role involves administrative support to Financial Planning Consultants and managing client queries. Candidates should have strong organisational and communication skills, with an ambition to pursue professional qualifications. The company offers a competitive salary, comprehensive benefits, and a supportive work environment that promotes career development.

Qualifications

• Experience in an administrative role in Financial Services is desirable.
• Extensive administrative and customer service experience is required.
• Comfortable in a fast-paced environment with a full UK Driving License preferred.

Responsibilities

• Provide administrative support to Financial Planning Consultants.
• Respond to client queries and maintain client records.
• Liaise with Life offices and ensure compliance requirements are met.

Skills

Organisational skills

Excellent communication skills

Customer service experience

Ability to manage diaries

Problem-solving initiative

Team player

Education

Ambition to study for professional qualifications

Tools

Xplan

Job description

A leading Accountancy and Business Advisory firm in Penrith is looking for a Financial Planning Assistant. This role involves administrative support to Financial Planning Consultants and managing client queries. Candidates should have strong organisational and communication skills, with an ambition to pursue professional qualifications. The company offers a competitive salary, comprehensive benefits, and a supportive work environment that promotes career development.