Financial Planning Support

Financial Planning Support Farnham £32-34k We are pleased to be working with a Farnham based IFA Practice, on their search for a Financial Planning Support, to join the business.
We are looking for some one who can: · Input client details onto Prestwood system · New business administration · Liaise with clients for new business information, Terms of Business, tax returns.
· File checking for completeness · Liaise with product providers (e.g., for valuations, trusts, product terms) · Help advisers with meeting preparation, new client packs, agendas etc.
· Supporting the Investment Proposition as necessary · Involvement in wider company projects as appropriate The role will, in time, progress to: · Attend client meetings with adviser and schedule post meeting actions.
· Technical research · Do fee estimates · Build financial plans on Prestwood system · Draft simple suitability letters · Simple tax returns Office based, Farnham, Surrey Monday - Friday, 9-5.30pm Salary: £32-34k, plus bonuses and profit share Full support with professional qualifications Career progression