Expert Financial Planning Assistant

1 day ago


Harpenden, Hertfordshire, United Kingdom Blakemore Recruitment Full time

We are seeking a dedicated Financial Planning Assistant to support our Chartered Financial Planning firm in Harpenden.

The ideal candidate will have a Level 4 qualification in Financial Planning and excellent analytical skills.

The role will involve supporting Financial Planners in preparing client financial plans, suitability reports, and attending client meetings to explain technical details.

Key responsibilities will include:

  • Supporting Financial Planners in research and analysis to meet client needs and objectives
  • Preparing client financial plans and suitability reports
  • Attending client meetings to explain technical details and take minutes
  • Developing and maintaining internal relationships to help maintain business flow and meet targets
  • Ensuring compliance with all legislative requirements

The successful candidate will be a specialist in a specific business area and work collaboratively with the Compliance & Operations Manager and Client Services Manager to develop and improve systems and processes.

The role holder is responsible for:

Preparing and compiling financial analysis data, analysing client data, researching products, and compiling financial planning recommendations and suitability reports to a high standard.

Providing support for Financial Planners, ensuring regulatory and compliance standards are met, and liaising with product providers and other third parties.

Assisting Financial Planners with client presentations, managing individual workflow, and assisting the Senior Paraplanner with annual technical reviews and due diligence of services and products.



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