Financial Planning Assistant 📍 Location: Liverpool 🕒 Full-Time | Permanent 💼 Join a Top 100 Chartered IFA Firm Are you an experienced Financial Planning Assistant looking for your next challenge in a dynamic, modern, and highly respected financial planning firm? We’re looking for a detail-oriented, proactive individual to support our team with a blend of technical and administrative responsibilities. 🔍 About the Role As a Financial Planning Assistant, you will play a crucial role in ensuring the seamless delivery of services to our clients. You'll provide key support to both paraplanners and advisers, handling new business processes, managing client communications, and helping to maintain the overall efficiency of the firm. 🧾 Key Responsibilities Manage communications with new and existing clients, responding to queries efficiently Support new business submissions and track them through to completion Assist paraplanners with research and analysis Prepare client paperwork, book appointments, and welcome clients in person Liaise with providers and third parties to gather necessary information Maintain accurate client records and technical files within our systems Promote our brand within the profession and local communities Stay up to date with industry regulations and legislative changes Contribute to the overall effectiveness of the administrative fu...