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Senior Financial Planning Assistant

1 month ago


Sheffield, Sheffield, United Kingdom NJR Recruitment Full time
About Our Partner

NJR Recruitment is delighted to be working with a well-established Independent Financial Advisory Firm, seeking a Senior Financial Planning Assistant to join their team in Sheffield.

Opportunity Overview

This is an excellent chance for someone looking to advance their career with a leading Financial Planning practice. The company offers full study support and a personalized development plan, making it an ideal choice for those seeking a long-term role in a respected firm.

The successful candidate will work closely with the technical team in the Sheffield office, ensuring a varied and fast-paced work environment. This role requires someone eager to take on new challenges, develop their skills, and contribute to a buoyant and exciting industry.

What We Offer
  • A competitive basic salary of £25,000 - £35,000 per annum
  • A great annual bonus
  • Free parking
  • A company pension scheme
  • A generous holiday allowance
  • Full study support
  • A personalized training and development plan
Job Responsibilities
  1. Complete pre-report file assessments
  2. Ensure all compliance paperwork is in order
  3. Prepare recommendation reports in accordance with agreed recommendations
  4. Provide information for analysis by the adviser
  5. Undertake research to identify suitable solutions meeting client needs and objectives
  6. Update advisers at quarterly meetings as required
Requirements
  • Previous experience in financial planning administration
  • Good knowledge of pensions, investments, and protection products
  • A wide range of knowledge about various providers
  • A strong desire to progress and develop, aiming to complete the Level 4 diploma

This opportunity is perfect for those seeking to further their career in financial planning and move towards a more technical role. If you are interested, please contact one of our specialist consultants and quote job reference NJR15275.