Financial Planning Support Specialist

8 hours ago


Preston, Lancashire, United Kingdom Hays Accounts and Finance Full time

Your new career opportunity awaits with a respected, Chartered Financial Planning firm based in the UK. This well-established company has been providing exceptional services for over 20 years, priding itself on creating a welcoming work environment and offering excellent benefits.

You will be working closely with a skilled team of Paraplanners, Accountants, Financial Planners, and Compliance specialists to deliver comprehensive financial planning solutions for clients. Key responsibilities include:

  • Responding to phone calls and directing inquiries appropriately.
  • Assisting with reporting and other administrative tasks as required.
  • Collaborating with Financial Planners to arrange and prepare for client meetings.
  • Maintaining accuracy of client records and data entry.
Requirements for Success
  • A background in the Financial Advisory sector is essential for this role, requiring a strong understanding of the organization's operations.
  • Familiarity with financial processes is also necessary.
  • This exciting opportunity offers a competitive package including:
    • 28 days annual leave increasing with service
    • Pension scheme access with free financial advice
    • Company sick pay
    • Maternity, Paternity, and Adoption pay
    • Flexibility to balance work and personal life
    • Company events

This role presents an opportunity to contribute to delivering high-quality financial services in a dynamic team. If you are motivated and possess the necessary skills and experience, we encourage you to apply.

Estimated salary: £30,000 per annum depending on experience.



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