Financial Planning Support Role

2 weeks ago


Farnham, Surrey, United Kingdom KFS Recruitment Full time £32,000 - £34,000

Financial Planning Support Role

We are working with a Farnham based IFA Practice to find a Financial Planning Support to join the team. The successful candidate will be involved in a range of administrative tasks, including inputting client details and liaising with clients and product providers.

Key Responsibilities

  • Input client details onto the Prestwood system
  • Liaise with clients for new business information and tax returns
  • File checking for completeness
  • Liaise with product providers
  • Support the Investment Proposition
  • Involve in wider company projects as appropriate

Progression Opportunities

  • Attend client meetings with adviser and schedule post meeting actions
  • Technical research
  • Do fee estimates
  • Build financial plans on the Prestwood system
  • Draft simple suitability letters
  • Simple tax returns

Full support for professional qualifications and genuine career progression

Salary: £32-34k, plus bonuses and profit share

Office based, Farnham, Surrey

Monday to Friday, 9-5.30pm



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