Financial Planning Assistant

7 days ago


Knutsford, Cheshire East, United Kingdom Bond Rec Full time
Job Overview
Bond Rec is expanding its Client Services team to support high net worth individuals and the employee benefit market. We are seeking an experienced Financial Planning Assistant to process new business, manage clients, and maintain high levels of risk management and operational effectiveness.

Key Responsibilities
  • Administration support to the IFA Client Services Team and Paraplanners.
  • Receiving instructions from advisers and paraplanners after client meetings.
  • Maintaining accurate records using our internal system.
  • Creating letters, reports, and invoices.
  • Carrying out tasks in line with compliance procedures.
  • Obtaining product information from providers.
  • Liaising with clients and providers on outstanding documents and queries.
  • Preparation of client valuations and files for reviews.

Requirements
  • At least 2 years' experience in a Business Support role for a financial planning organisation.
  • Experience using computer-based management systems.
  • Computer skills, attention to detail, and good communication skills.
  • Able to work within defined business processes and achieve outcomes without supervision.
  • Ability to multitask, prioritise, and assist in ad-hoc projects.
  • Good working knowledge of protection, pensions, and investment products.
  • Proficient in using MS Excel, Outlook, Word, and Intelligent Office.

Salary and Benefits
  • A competitive salary of £26,000 based on experience and qualifications.
  • 23 days holiday.
  • 4 x Death in Service Benefit.
  • Employer Pension Contributions.
  • Flexible working.
  • Financial support for further study.


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