Financial Planning Assistant

2 weeks ago


Maldon, Essex, United Kingdom Antony James Recruitment Ltd Full time

Financial Planning Assistant

We are seeking a skilled Financial Planning Assistant to join our team at Antony James Recruitment Ltd. As a key member of our team, you will play a vital role in supporting Financial Planners by preparing and maintaining client files, conducting technical calculations, and undertaking necessary research.

Key Responsibilities:

  • Client File Management: Prepare and maintain accurate client files, ensuring all necessary documentation is compliant and up-to-date.
  • Financial Plan Development: Collaborate with Financial Planners to create tailored financial plans, including conducting technical research and calculations to support recommendations.
  • Ongoing Client Reviews: Regularly review and update client plans to ensure they remain aligned with their goals and comply with regulatory standards.
  • Client Support and Communication: Act as a key point of contact for clients, providing professional support and ensuring a smooth financial planning experience.
  • Compliance and Due Diligence: Conduct due diligence and ensure all financial plans meet regulatory requirements and industry standards.
  • Team Collaboration and Development: Support Financial Planners and colleagues by addressing technical queries, sharing expertise, and contributing to the improvement of internal processes and standards.

Requirements:

  • Strong technical knowledge and analytical skills.
  • Excellent organisational and multitasking abilities.
  • Ability to work collaboratively and support team members.
  • High attention to detail and accuracy.
  • Minimum 3 years' experience.
  • Diploma in Financial Planning (DipPFS).

What We Offer:

  • Salary of £31,000-£47,000 per annum.
  • 25 days annual leave.
  • The week off between Christmas and New Year.
  • Never work your birthday.
  • Half a day off for personal appointments (per appointment).
  • Optional PMI.
  • All exams and Training paid for.
  • CII Membership paid for.
  • NextGen Membership paid for.
  • Car park season ticket paid for.
  • 5% employer pension contribution.
  • Profit share.
  • 4x Death in Service.
  • Electric car scheme.
  • Flexible working arrangements available around client meetings.


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