Financial Planning Assistant

4 weeks ago


Leicester, Leicester, United Kingdom Ascot Lloyd group Full time
Key Responsibilities

As a Financial Planning Assistant, you will be responsible for providing administrative support to the Financial Advisers and IFA Administrators in the delivery of high-quality financial planning services to clients.

The job involves:

  • Reviewing client information and conducting research and analysis to support the preparation of suitability reports
  • Compiling and submitting case packs to the Tax team and Compliance team as necessary
  • Working closely with the team to identify and address any obstacles or deviations from the agreed timescales
  • Supporting the Treating Customers Fairly (TCF) initiative

The ideal candidate will have demonstrable experience in an end-to-end paraplanning role and knowledge of and proficiency in research tools, ideally to include at least some of the following: Selectapension, FE Analytics, Avelo Exchange/Assureweb/Lifequote, Voyant, and Distribution Technology (Dynamic Planner).



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