Financial Planning Assistant

Our client is a Financial Planning firm with a strong reputation and an emphasis on putting their clients' needs at the very heart of what they do. The business provides advice across a diverse range of case types including Pensions, Investments, Mortgages, Protection, IHT, Tax & retirement planning. The role involve supporting the firms paraplanners and financial planners with a variety of clientele. You will be an important part of the team working within the administrative function specialising in the back office and client support for the firms Financial Advisors. Due to the fast-paced nature of the role, this would suit someone who likes being busy and a challenging environment and has previous experience within this role and sector. As they are a well-established firm, there is a good remuneration package on offer and they provide a friendly culture based around working together to achieve the best results. Along with promoting talent internally and offering their employees the best chance to build a career with them. The Required Skills: Experience of working within a Financial Service Firm, OR as an executive PA and preferably a Financial Planning firm of finance department Client focused Personable professional who is comfortable dealing with clients both written and verbally Ability to work well under pressure and meet deadlines. An understanding and working knowledge around pensions, investments, the FCA and how a Financial services firm operates What's on offer Salary up to 34k Clear progression paths Hybrid working 4 and half day week Mature environment and attitude toward work If you are looking for a new and challenging role with forward thinking company then get in touch IFA /Administrator/ Independent Financial Advisor / Financial Advisor / Wealth Manager / Wealth Planner / Wealth Management / Pensions Advisor / Pensions Specialist / Chartered Financial Advisor / Chartered Financial Planner / Financial Planning / Strategic Financial Advice / Strategic Financial Planning If you are considering a new role and want to discuss further. Please apply to this role or give Amy Harris a call to discuss options - (phone number removed) Amy Harris - Supporting IFA's and Financial Advisors across the UK Disclaimer Integro Partners Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience, and we confirm that we are happy to accept applications from persons of any age or experience for this role