Financial Planning Assistant Supervisor
We are a leading independent accountancy and business advisory firm based in the North of England and Scotland, supporting clients to achieve prosperity and a secure future.
Responsibilities
* Providing relevant documentation to Financial Planning Consultants ahead of client meetings
* Ensuring accurate completion of compliance requirements
* Ensuring that administrative requirements are complete for the client review processes
* Responding to client queries
* Conducting 1‑1 meetings, quarterly review meetings and annual goal‑setting meetings with direct reports
* Providing general training and development to assigned team
Qualifications
* Experience working in an administrative capacity for an organisation in Financial Services
* Experience supporting and working closely with a Financial Advisor
* Either already achieved or willing to work toward completing a Certificate in Financial Planning qualification
* Extensive administrative and customer service experienceOrganised and comfortable managing diaries / scheduling appointments
* Excellent written and verbal communication skills and a passion for delivering exemplary service to clients
* Comfortable working in a fast‑paced environment
* Dedicated team player, willing to assist colleagues in the team where possible
* Able to prioritise workloads under strict deadlines and use initiative to solve problems
* General IT skills
* Full UK Driving Licence (desirable, not essential)
Benefits
* Salary sacrifice employer‑contribution pension scheme including life cover and income protection
* Competitive annual leave up to 26 days, plus bank holidays
* Annual leave purchase scheme allowing you to buy up to 5 additional days each year
* Smart working policy, enabling you to balance home and remote working
* Health Shield cash plan (cash back on health benefits and discounts on holidays, fashion and entertainment)
* Employee assistance programme (24/7 confidential support for wellbeing and health)
* Paid flu jab and eye test
* Introductory commission scheme (financial reward for client referrals)
* Employee referral scheme (financial reward for referring AW colleagues, up to £2,500 per referral)
* Ongoing access to online training courses and materials
* Paid professional membership fees
* Charity of the month
* Colleague of the month
* Subsidised social events throughout the year
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