Job Description
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 role is to provide first-line administrative and technical support to the Financial Planning Consultants, act as the main point of contact for clients, and maintain a high level of client service at all times.
Specifically, you'll:
* Provide relevant documentation ahead of FPC client meetings
* Obtain relevant research relating to proposed advice
* Compile suitability letters based on the advice being given
* Process new business
* Ensure accurate completion of compliance requirements
* Respond to client queries
* Maintain client records on XPlan
* Liaise with life offices and providers
* Ensure the administrative requirements are completed for the Client Review Process
* Contribute to new business development
* Proactively maintain a high level of client service
* Carry out other administrative tasks to support the FPC
We are seeking someone with ideally 2+ years of experience working in a similar Financial Planning / IFA Administrative role supporting Financial Advisers, with strong written and verbal communication skills, and the ability to work with IT systems.
It would be advantageous if you have further qualifications related to Financial Planning or have started studying towards a Diploma in Financial Planning.
Great salary and company benefits are offered with this role.
#J-18808-Ljbffr