Financial Planning Support Specialist

Financial Planning Support Specialist

Location: Southport, Merseyside

Salary: £24,000 – £26,000 (depending on experience)

Type: Full-time | Office-based | Permanent

About Fore Financial Planning

Fore Financial Planning is a growing financial advisory firm providing tailored retirement planning and investment advice to individuals and families across the UK. We focus on delivering clear, client-first holistic advice – helping to build long-term relationships based on trust and transparency.

Our new office in the heart of Birkdale Village offers a modern, enjoyable space to carry out your role, just 30 seconds from Birkdale station. You'll be surrounded by independent bars, restaurants, and the beautiful Southport coast — making it a great place to work and unwind.

We're looking for a Financial Planning Support Specialist to join our friendly and supportive team. If you enjoy working in a professional yet relaxed environment and want to build a long-term career in financial services, we'd love to hear from you.

The Role

You'll play a key role in supporting our Financial Planning team by delivering high-quality administrative support across pensions, investments, and trust-based planning. Your attention to detail and client-first mindset will help ensure a smooth and efficient client journey.

This role may follow a pathway toward financial planning qualifications such as the CII Diploma in Regulated Financial Planning, with opportunities to specialise in paraplanning or advising.

Key Responsibilities

Provide comprehensive administrative support to the Financial Planning team

Maintain and update client records using our CRM (Salesforce experience is a bonus — training will be provided)

Onboard new clients and support existing ones

Prepare annual reviews and meeting packs

Draft post-review letters, reports, and follow-up emails

Process new business applications and client transactions

Keep clients and advisers informed throughout each stage of the process

Gather and analyse information relating to each client's retirement and investment provision

Skills & Experience

Strong organisational skills with a methodical and accurate approach

Ability to manage multiple tasks and deadlines under pressure

Excellent written and verbal communication skills

A collaborative team player with high integrity and discretion

Previous experience in the Financial Services industry (desirable, but our training plan will get you up to speed)

Undergraduate degree in Business/Finance (desirable, but not essential)

Your Future with Us

This role is ideal for someone looking to build a long-term career in the regulated world of Financial Planning.

We'll support your journey with:

A clear pathway to achieving your CII Diploma in Regulated Financial Planning, typically within 18–24 months

Extensive access to learning resources

Mentorship from experienced advisers

Opportunities to shadow client meetings, attend networking and corporate hospitality events, and take on more responsibility over time

What We Offer

Starting salary: £24,000 – £26,000 (increasing with experience, responsibility and qualifications)

28 days holiday (including bank holidays)

Company pension scheme

Discretionary bonus

Free parking available

Career development and qualification support

What to Expect Next

Shortlisted candidates will be invited for an informal interview at our Birkdale office. We aim to make the process relaxed and conversational — we want to get to know you and give you a chance to get to know us.

Interested?

Send your CV and a short cover letter to We look forward to hearing from you

Job Types: Full-time, Graduate

Pay: £24,000.00-£26,000.00 per year

Benefits:

• Company events
• Company pension
• Financial planning services
• Free parking
• Referral programme
• Transport links

Ability to commute/relocate:

• Southport PR8 2DT: reliably commute or plan to relocate before starting work (preferred)

Education:

• A-Level or equivalent (required)

Language:

• English (required)

Work Location: In person