Financial Planning Support Specialist
4 days ago
Are you an experienced administrator looking to take your career to the next level in financial services? We are working with a well-established Financial Services Practice seeking an ambitious and experienced Financial Planning Support Specialist to join their team on a full-time basis.
About the Role
- Provide administration support to a small team of senior Financial Planners advising clients on pensions, investments, and protection products.
- Process new business applications, create client valuations and illustrations, and chase letters of authority.
- Liaise with product providers and third parties to ensure smooth operations.
- Prepare pre-meeting documentation for the adviser and manage diaries.
- Communicate effectively with HNW individuals and provide exceptional customer service.
What We're Offering
- A competitive salary range of £24,000 - £27,000 per annum.
- A generous bonus scheme to reward outstanding performance.
- Hybrid working arrangements to balance work and personal life.
- Flexible hours to accommodate individual needs.
- Free parking and access to a healthcare scheme.
- Half-price gym membership and pension contributions.
- Career development opportunities to help you grow professionally.
About You
- Prior experience working in financial planning is essential.
- A good knowledge of pensions, investments, and other financial planning products.
- Ideal experience with Intelligent Office (IO) software.
- Candidates should have a strong understanding of the financial services industry and be keen to develop their skills.
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