Financial Planning Assistant
4 hours ago
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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