Financial Planning Assistant
22 hours ago
- Assist in the preparation of client reports and financial plans
- Conduct thorough research on financial products and investment opportunities
- Collaborate with IFAs and the admin servicing team to ensure efficient workflow and client service
- Manage and process client data using our back office system, IO
- Utilise A J Bell, our main platform, for various administrative and planning tasks
- Analyse financial data and create reports using FE Analytics
- Work closely with the team manager to pool and manage IFA work effectively
- Contribute to the continuous improvement of our reporting and research processes
- A keen interest in financial planning and a desire to develop into a paraplanner or advisor role
- Strong analytical and research skills
- Excellent attention to detail and organisational abilities
- Ability to work effectively within a team environment
- Proficiency in using financial platforms and back office systems, experience with A J Bell and IO is advantageous
- Familiarity with FE Analytics or similar research tools is beneficial
- Good communication skills, both written and verbal
- Competitive salary with team bonus
- 24 days holiday
- Company pension scheme
- Income Protection - 75% of salary
- Group life cover (death in service) - 4x salary
We are seeking a skilled and motivated individual to join our team as a Technical Financial Administrator. This role offers the opportunity to develop your career in financial planning and work with a supportive team that values collaboration and professional development.
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