Financial Planning Assistant

3 weeks ago


Birkenhead, Wirral, United Kingdom Premier Jobs UK Limited Full time

This role involves providing paraplanning support to a team of Financial Advisors who deliver holistic financial planning solutions to clients. You will be responsible for research, analysis, and report writing to assist the Financial Advisors in delivering quality, compliant financial planning.

Your key duties will include:

  • Preparing pre-approval documents and ensuring recommendations are appropriate
  • Providing accurate, timely, and compliant suitability reports
  • Utilizing technology to produce accurate solutions
  • Undertaking financial calculations, including CGT and annual allowances
  • Ensuring all advice documentation is compliant
  • Effectively communicating internally and externally
  • Working closely with the Financial Advisors to gather sufficient information
  • Providing clear instructions to the team of Administrators to ensure proposals and documents are completed correctly

The company has a strong focus on allowing individuals to grow and develop, and would openly support your progression into whichever area you desire, whether that is into advice, compliance, management, or other areas.

This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow.

They openly recognise that achieving such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.

Key benefits of this role include:

  • Salary of £35,000 - £40,000 depending on experience plus company benefits
  • Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days
  • Hybrid working
  • 37.5 hours per week
  • Excellent career progression, with individual development plans shaped around your desired career path


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