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Financial Planning Support Specialist

1 month ago

Harrogate, North Yorkshire, United Kingdom https:www.energyjobline.comsitemap Full time

We are seeking a highly organized and detail-oriented Financial Planning Support Specialist to join our team on a 9-month maternity cover contract. The successful candidate will provide full administrative support to our Financial Planners/Advisers, ensuring seamless day-to-day operations.

Key Responsibilities:
  • Update and maintain accurate records on our back-office system, enabling our team to stay informed and up-to-date.
  • Process and complete the setup of new investments and policies for clients, including Pension and SIPP contracts, Investment and Protection policies for Personal and Business clients.
  • Manage online fund switches and ensure their completion.
  • Maintain our back-office system, adding new clients and updating portfolio content, including contributions and withdrawals.

Our ideal candidate will have 1-3+ years of experience working in a similar Financial Planning support role, with experience of working with Client Management systems such as Intelliflo/First. Any experience working with online platforms such as AEGON, Transact, or AJ Bell would be advantageous. A Level 4 Diploma in Financial Advice or working towards it would also be beneficial.