Financial Planning Support Role
2 weeks ago
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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