Junior Financial Planner

3 days ago


Chester, Cheshire, United Kingdom Page Personnel Sales Full time
Key Responsibilities
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The successful candidate will be responsible for providing administrative support to our Investment Managers and Financial Planners in a fast-paced financial services environment.

  • Process new client documentation and amendments efficiently.
  • Monitor asset transfers and ISA subscriptions accurately.
  • Process client payments and administer accounts effectively.
  • Ensure accurate record-keeping and client details.
  • Perform general filing and corporate actions as required.
  • Prepare client meetings and review documents thoroughly.
  • Liaise with stakeholders and third-party providers as needed.

Requirements
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  • Similar experience in an IFA or financial planning firm.
  • A strong foundation in administration skills and attention to detail.
  • Ideal experience in a dynamic financial services environment.
  • Good working knowledge of Excel and Microsoft Office packages.
  • Strong communication and organizational skills.
  • Ability to work to deadlines and support the team.
  • A strong desire to learn and progress within the company.

Benefits Package
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  • A competitive salary of £27,000 - £33,000 per annum.
  • 25 days annual leave plus bank holidays.
  • Study support for professional qualifications.
  • An excellent pension contribution scheme.
  • A comprehensive healthcare package and flexible hybrid working arrangements.


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