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 WFH

**Package**:£25-28k base DOE + bonus and full company benefits
- **Benefits**:21 days holiday plus stats, pension, 4xDIS on top of a full flexible benefits package
- **Bonus**: Discretionary - Paid annually

**The Role**:A hybrid role taking on across technical admin support and basic research/suitability report writing. Your time will be split across business processing and administrative support to 2 financial advisers, and basic paraplanningto support advisers wit advice compilation: Duties include:

- Providing relevant documentation ahead of client meetings
- Obtaining relevant research relating to proposed advice
- Compiling suitability letters based on the advice being given
- Processing new business
- Responding to client queries
- Maintaining client records on XPlan
- Liaising with Life offices and providers
- Ensuring the administrative requirements are completed for the Client Review Process
- Contribute to new business development and proactively maintain a high level of client service

**The Person**:An IFA/wealth management/investments management background is a necessity, coupled with exposure to supporting IFA’s/financial advisers in a private wealth advice environment.
- Required: Paraplanning/suitability report compilation experience
- Required: Adviser administration experience
- Part-qualified Diploma (minimum)

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