Financial Planning Assistant

22 hours ago


Altrincham, Trafford, United Kingdom Reed Full time
{"Job Title": "Technical Financial Administrator", "Job Description": "Key Responsibilities
  • 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
Requirements
  • 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
Benefits
  • 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.

", "Language": "en-US"}

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