Financial Planning Assistant

We are so excited to be representing one of the Uk's most highly regarded business advisory practices who due to continued success and expansion, are now seeking an additional Financial Planning Assistant or Technical Financial Planning Administrators to join their office in Penrith.
This is a highly professional practice who knows that their biggest asset is their people. As such they have an extremely supportive leadership team who offer continued professional development and study support as well as a long-term career.
On offer will be a competitive benefits package and salary along with the security of a long-term role and study support for industry exams.
The Role
This will be an incredibly varied role providing 360' support to a team of independent financial planners. The overall purpose will be to provide first line administrative and technical support to the Financial Planning Consultant whilst continuing to be the main point of contact for clients maintaining a high level of service.
Core duties will involve:
* Processing new business.
* Preparation of the suitability report and conducting research.
* Preparing meeting and review packs.
* Completing compliance checks on businesses.
* Handling queries from clients and maintaining client databases.
* Carrying out general tasks in support of the Financial Planning Consultant as and when required.
Requirements
Candidates will ideally have:
* A minimum of one years' experience of working in a similar role / capacity with working knowledge of pensions and investments.
* Part way through or have already completed the Diploma in Regulated Financial Planning, however this is not essential.
* The ability to work unsupervised but to contribute and work effectively as part of a team.
* Excellent organisation and prioritisation skills.
* Great communication skills (both written and verbal) and to demonstrate these continuously whilst providing an exceptional level of customer service.
For further details or to apply, send your CV to jenny @ tempestjones . com