Financial Planning Support

Details of the offer

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


Nominal Salary: To be agreed

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