Financial Planning Assistant

Are you ready to elevate your Financial ervices career with a reputable firm that has stood the test of time?

We are working alongside a client seeking a dedicated Financial Planning Assistant to become an integral part of their company, offering a competitive salary of up to £29,000.

This firm boasts a rich history spanning over 150 years and has established a significant presence with 17 offices throughout the UK. As they continue to grow, they are eager to enhance their financial administration team.

As a dedicated support specialist, your day will begin with a warm cup of coffee and a thorough check of the calendar to prepare for the day ahead. You will dive into delivering comprehensive administrative and technical support, ensuring that every process runs smoothly and efficiently.

With a client-first mindset, you will serve as the primary liaison, fielding inquiries and fostering relationships with valued clients, guaranteeing that service standards are not just met but exceeded. Using your attention to detail you will meticulously craft suitability letters, tailored to each client's unique financial landscape. The day progresses with the management of new business processing, where precision is paramount, and the coordination of client meetings, where you will assist in the preparation of materials and reports, ensuring that every interaction is informative and productive.

• The salary is up to £29k
• Hybrid based role in Penrith
• Qualification support
• Progression available into other roles within the company
• Life insurance, income protection, pension scheme, sick pay etc
• 21 days holiday plus bank holidays, plus an additional day for every year of service

If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details.