Financial Planner Assistant
1 week 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.
- Enjoy a full hybrid working option after the initial training period.
Requirements:
- 1-2 years of IFA Admin experience.
- Excellent communication and organisational skills.
- Able to work in a fast-paced environment.
- Opportunity to progress towards paraplanning with study support on offer.
What We Offer:
- A superb opportunity to work with a team of likeminded professionals.
- A great work/life balance.
- Excellent sociable environment.
- Opportunity to build a strong social network.
- Full study support towards the CII Level 4 Diploma on offer.
To apply for this opportunity, please send your CV to Camilla Howden.
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Financial Planner Assistant
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