Financial Planning Assistant

6 days ago

Leeds, United Kingdom Armstrong Watson Full time

**About Armstrong Watson LLP**

As an expanding business with 16 offices at present, Armstrong Watson LLP is a leading independent accountancy firm ranked in the top 35 firms of accountants and business advisers.

With approximately 570 colleagues, our people and our culture are at the heart of what we do. We recognise the unique impact our employees have on not only our clients, but also our colleagues and the communities in which we operate in. Our success is dependent on every colleague behaving consistently across all four of our values: Passion, Trust, Honesty and Humanity.

**The Role**

Due to continuous growth, have an exciting opportunity for a motivated individual to join us at our Leeds Office and become part of our growing Financial Planning Services team as a Financial Planning Assistant.

The overall purpose of this role is to provide first line administrative and technical support to the Financial Planning Consultant whilst continuing to be the main point of contact for clients and maintaining a high level of client service.

The main elements of this role will include:

- Processing new business
- Preparation of the suitability report and conducting research
- Preparing meeting and review packs
- Completing compliance checks on businesses
- Handling queries from clients and maintaining client databases
- Carrying out general tasks in support of the Financial Planning Consultant as and when required
- A minimum of one years' experience of working in a similar role / capacity
- The ability to work unsupervised but to contribute and work effectively as part of a team
- Excellent organisation and prioritisation skills
- Great communication skills (both written and verbal) and to demonstrate these continuously whilst providing an exceptional level of customer service

**The Benefits**

In return for your hard work helping us shape our future growth and development; we will provide a competitive salary and a positive benefits package which includes:

- 3.1% Employer Contribution Pension Scheme including Life Cover and Income Protection
- Enhanced Annual Leave which will increase throughout your length of service and option an Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
- Flexible & Smart Working - giving you the ability to balance home-working, office location etc.
- Life Cover of 4x your salary
- Health Shield Cash Plan (provides cash back on a range of Health benefits and discounts on fashion, entertainment, holidays etc)
- Introductory Commission Scheme (financial reward if you refer a new client)
- Employee Assistance Programme (confidential support for emotional wellbeing)
- Employee Referral Scheme (financial reward if you refer new AW colleagues) of up to £2,500
- Detailed and thorough on-the-job training
- Reviews and appraisals with your management team to ensure regular communication and providing you with a platform to enhance your career

In addition to all the benefits you would expect from an award winning employer, you will be given the utmost encouragement and support to develop your career further.

When you’re with uswe’re with you.

  • Financial Planning Administrator

    4 days ago

    Leeds, United Kingdom PJG Financial Services Limited Full time

    Are you an experienced **Financial Planning Administrator**, local to Headingley and looking for a new opportunity? **Benefits**: - Salary 25-30K depending on experience - Company pension - Group Life Assurance Scheme - 4x salary - Private medical insurance - Discretionary Bonus scheme - Training and development programme - 20 days holiday, increasing to...

  • Financial Planning Assistant

    4 hours ago

    Leeds, United Kingdom Lime People Search & Select Ltd Full time

    My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments. We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the...

  • Financial Planning Assistant

    2 weeks ago

    Leeds, United Kingdom Finlink Ltd Full time

    This role is for you if you’re an experienced IFA administrator who would be open to some paraplanning duties. At this business you will benefit from being part of a large team, have hybrid working, great benefits, and due to growth plans, there will be opportunities and support to progress further within the business and your career. **The...

  • Financial Planning Assistant

    2 weeks ago

    Leeds, United Kingdom Finlink Ltd Full time

    This is an excellent opportunity to join a directly authorised financial advisory and accountancy firm as a Financial Planning Assistant with a salary of up to £29k, depending on experience. The business has been running for over 150 years and is a large business, operating in 17 locations across the UK. They are currently looking to expand their financial...

  • Financial Planning Assistant

    6 days ago

    Leeds, United Kingdom Finlink Ltd Full time

    This is an excellent opportunity to join a directly authorised financial advisory and accountancy firm as a Financial Planning Assistant with a salary of up to £29k, depending on experience. The business has been running for over 150 years and is a large business, operating in 17 locations across the UK. They are currently looking to expand their financial...

  • Financial Planning Assistant

    2 days ago

    Leeds, United Kingdom CB3 Associates Ltd Full time

    **The Company**:Regional IFA business with multiple sites and a presence across the breadth of Northern England looking to add a Financial Planning Assistant to their Leeds office. A truly independent, private wealth focused financial advicefirm: - **Office Location**: Central Leeds - **Hybrid/Home Working**: Yes - 3-days office, 2 days...

  • Financial Planning Assistant

    4 days ago

    Leeds, United Kingdom Idex Full time

    Are you ready to take your financial administrative career to new heights? Look no further, join my clients dynamic team, where innovation meets expertise, and embark on a journey of professional growth and success. My client are looking for a Financial Planning Assistant to provide first line administrative and technical support. You will be the main point...

  • Financial Planning

    3 days ago

    Leeds, Leeds, United Kingdom Lookers Full time £60,000 - £65,000

    OTEOverviewFinancial Planning & Analysis ManagerHybrid working - Leeds or Harrogate Area£60,000 to £65,000 Basic (Depending on Experience)Lookers Motor Group is seeking a commercially astute and analytically driven FP&A Manager to join our dynamic finance team. This is an exciting time to join the business as we build a best-in-class Group FP&A and Centre...

  • Financial Planning Administrator

    5 hours ago

    Leeds, United Kingdom Search Consultancy Full time

    Financial Planning Administrator Leeds (North) £24,000 - £30,000 + hybrid working, excellent training, pension, PMI, exam support, free parking A successful wealth management organisation in Leeds are looking to add a hard working and experienced Financial Planning Administrator to their ever growing team. There is genuine hybrid working for this role. The...

  • Financial Planning Consultant

    2 weeks ago

    Leeds, United Kingdom Armstrong Watson Full time

    **About Armstrong Watson LLP** As an expanding business with 18 offices at present, Armstrong Watson LLP is a leading independent accountancy firm ranked in the top 30 firms of accountants and business advisers. With approximately 470 colleagues, our people and our culture are at the heart of what we do. We recognise the unique impact our employees have on...