Financial Planning Assistant

The Company: Regional IFA business with multiple sites and a presence across the breadth of Northern England looking to add a Financial Planning Assistant to their Leeds office. A truly independent, private wealth focused financial advice firm:

• Office Location: Central Leeds
• Hybrid/Home Working: Yes – 3-days office, 2 days WFH

Package: £26-30k base DOE + bonus and full company benefits

• Benefits: 21 days holiday plus stats, pension, 4xDIS on top of a full flexible benefits package
• Bonus: Discretionary – Paid annually

The Role: A hybrid role taking on across technical admin support and basic research/suitability report writing. Your time will be split across business processing and administrative support to 2 financial advisers, and basic paraplanning to support advisers wit advice compilation: Duties include:

• Providing relevant documentation ahead of client meetings
• Obtaining relevant research relating to proposed advice
• Compiling suitability letters based on the advice being given
• Processing new business
• Responding to client queries
• Maintaining client records on XPlan
• Liaising with Life offices and providers
• Ensuring the administrative requirements are completed for the Client Review Process
• Contribute to new business development and proactively maintain a high level of client service

The Person: An IFA/wealth management/investments management background is a necessity, coupled with exposure to supporting IFA’s/financial advisers in a private wealth advice environment.

• Required: Paraplanning/suitability report compilation experience
• Required: Adviser administration experience
• Part-qualified Diploma (minimum)

What next? Further questions? Keen to apply & register your interest? Please get in touch asap: Chris - 07891479277 | [email protected]