Financial Planning Assistant - Salary: £28k+ Benefits We are partnered with a National Financial Planners who are seeking a proactive and detail-oriented Financial Planning Assistant to join their team at Altrincham.
This is an exciting opportunity to work in a client-focused environment, providing essential support to financial advisers and contributing to the smooth operation of the business.
Key Responsibilities: Serve as the primary point of contact for advisers and clients, handling queries and providing updates on administrative matters.
Support advisers by preparing documentation for client meetings, including regulatory documents, applications, and reports.
Ensure the smooth processing of new business applications, adhering to compliance guidelines.
Maintain accurate client records, managing review dates, valuations, and other essential data.
Liaise with financial providers, clients, and internal departments to ensure timely completion of cases.
Assist with the preparation of cases for paraplanning and address any outstanding queries.
Monitor the team's workload and ensure deadlines are met, providing support where necessary.
Provide guidance and training to new team members and support their professional development.
Key Skills & Attributes: Strong organisational skills: Ability to manage multiple tasks, deadlines, and priorities efficiently.
Excellent communication: Capable of interacting professionally with advisers, clients, and providers, both verbally and in writing.
Attention to detail : Ensuring accuracy in documentation and compliance.
Team player: Able to collaborate with colleagues across departments to achieve business goals.
Financial services knowledge: Familiarity with financial products, regulatory requirements, and industry processes.
In return our client offers Competitive salary package Flexible start and finish times to suit your work-life balance 28 days holiday plus bank holidays Opportunity to work 1 day from home Career development opportunities This is a fantastic opportunity for someone with experience in financial services support or administration who is looking to grow their career in a fast-paced and rewarding environment.