Financial Planning Assistant

4 hours ago


Welwyn Garden City, Hertfordshire, United Kingdom Blakemore Recruitment Full time

We are seeking a skilled Financial Planning Assistant to join our team at Blakemore Recruitment. The successful candidate will provide technical support and maintain high standards of compliance.

Key responsibilities include:

  • Providing technical assistance in financial planning matters
  • Maintaining client files and ensuring all compliance procedures are up-to-date
  • Preparing reports for clients on financial planning issues
  • Conducting research on providers and investments as required
  • Obtaining quotations, valuations, and relevant literature to accompany client reports
  • Preparation of packs for meetings with clients, including investment valuations
  • Providing tax packs and maintaining annual client review process
  • Liaising with administrators to arrange client review meetings
  • Liaising directly with clients as the 'assistant to the advisers'

The ideal candidate will possess excellent communication skills, attention to detail, and honesty. They should be comfortable working in a team and independently, managing their workload effectively under pressure to meet deadlines.

We offer a competitive salary of £30,000 - £35,000 per annum, depending on experience. If you are a motivated individual with a strong passion for financial planning, we encourage you to apply.



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