Financial Planner Assistant
2 days ago
We are seeking a talented and dynamic individual to join our team as a Financial Planner Assistant. This role offers an exciting opportunity to work with a team of professionals in a vibrant and sociable environment.
Key Responsibilities:
- Support the Financial Planning team with administrative tasks, including diary management and client meeting organisation.
- Process new business, maintain compliance, and perform fund switches, valuations, and provider liaison.
- Manage ongoing client review processes and assist with writing suitability letters.
- Participate in full structured mentoring and learning programmes for all staff.
- Take advantage of full study support towards the CII Level 4 Diploma.
Requirements:
- 1-2 years of IFA Admin experience.
- Excellent communication and organisational skills.
- Able to work in a fast-paced environment and prioritise tasks effectively.
What We Offer:
- A superb opportunity to progress towards paraplanning with study support on offer.
- A sociable environment with a great work-life balance.
- Full hybrid working option available after initial training.
Apply Now:
Don't miss out on this exciting opportunity to join our team and take your career to the next level. Apply now and take the first step towards a rewarding and challenging role in financial services.
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