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Financial Planning Assistant

2 months ago

Altrincham, United Kingdom Burton Recruitment Limited Full time

Financial Planning Assistant - Salary: £28k+ Benefits


We are partnered with a National Financial Planners who are seeking a proactive and detail-oriented Financial Planning Assistant to join their team at Altrincham. This is an exciting opportunity to work in a client-focused environment, providing essential support to financial advisers and contributing to the smooth operation of the business.


Key Responsibilities:

  • Serve as the primary point of contact for advisers and clients, handling queries and providing updates on administrative matters.
  • Support advisers by preparing documentation for client meetings, including regulatory documents, applications, and reports.
  • Ensure the smooth processing of new business applications, adhering to compliance guidelines.
  • Maintain accurate client records, managing review dates, valuations, and other essential data.
  • Liaise with financial providers, clients, and internal departments to ensure timely completion of cases.
  • Assist with the preparation of cases for paraplanning and address any outstanding queries.
  • Monitor the team’s workload and ensure deadlines are met, providing support where necessary.
  • Provide guidance and training to new team members and support their professional development.


Key Skills & Attributes:

  • Strong organisational skills: Ability to manage multiple tasks, deadlines, and priorities efficiently.
  • Excellent communication: Capable of interacting professionally with advisers, clients, and providers, both verbally and in writing.
  • Attention to detail: Ensuring accuracy in documentation and compliance.
  • Team player: Able to collaborate with colleagues across departments to achieve business goals.
  • Financial services knowledge: Familiarity with financial products, regulatory requirements, and industry processes.


In return our client offers


  • Competitive salary package
  • Flexible start and finish times to suit your work-life balance
  • 28 days holiday plus bank holidays
  • Opportunity to work 1 day from home
  • Career development opportunities


This is a fantastic opportunity for someone with experience in financial services support or administration who is looking to grow their career in a fast-paced and rewarding environment.