Financial Planning Assistant

**The Company**:Highly regarded regional IFA business based in North Leeds looking to add a Financial Planning Assistant who can take on both basic Paraplanning & Senior Administrator responsibilities in a hybrid role/remit, as part of theirbusiness expansion plans
- **Office Location**:Harewood, North Leeds
- **Hybrid/Home Working**: Yes - Flexible for the right person

**Package**: £27-30k DOE + discretionary bonus and full company benefits
- **Benefits**: 5% pension, 4xDIS, 25-days holiday + stats, full study support to Diploma plus a wider flexible benefits package
- **Bonus**: Annual - Usually circa 10%

**The Role**:Broad wealth administration support role as part of a team of 5 geared around supporting multiple high performing financial advisers from a technical administration perspective:

- New business processing
- Preparing client review pack for client meetings
- Obtaining quotations/valuations
- Dealing with product providers and managing relationships accordingly
- Managing client relationships and being the first point of contact for technical queries as required
- Maintaining client records on Adviser Office/Iress system
- Database management
- Assistance with client business development and marketing materials
- Research and basic suitability report compilation
- **Required**: Exposure to both aspects of adviser support - both administration and basic suitability report compilation.
- **Preferred**: Industry qualifications are not essential but hands-on, practical experience of a similar broad remit outline above is required
- **Desirable**: Adviser Office/Iress system experience