Job Description
Financial Planning Assistant\n\n 📍 Location: Liverpool\n\n 🕒 Full-Time | Permanent\n\n 💼 Join a Top 100 Chartered IFA Firm\n\nAre 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.\n\n🔍 About the Role\n\nAs 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.\n\n🧾 Key Responsibilities\n\nManage communications with new and existing clients, responding to queries efficiently\n\nSupport new business submissions and track them through to completion\n\nAssist paraplanners with research and analysis\n\nPrepare client paperwork, book appointments, and welcome clients in person\n\nLiaise with providers and third parties to gather necessary information\n\nMaintain accurate client records and technical files within our systems\n\nPromote our brand within the profession and local communities\n\nStay up to date with industry regulations and legislative changes\n\nContribute to the overall effectiveness of the administrative function\n\n🎓 What You’ll Need\n\nMinimum 3 years’ experience in a financial planning firm\n\nMinimum R01 qualification\n\nStrong communication skills and attention to detail\n\nConfident using financial planning software and MS Office\n\nA proactive, team-oriented approach and a strong sense of integrity\n\n💡 Why Join Us?\n\n25 days holiday + bank holidays\n\nYour birthday off!\n\nCycle to Work Scheme\n\n10x Death in Service cover\n\nPrivate Medical Insurance\n\n5% Pension Contribution\n\nAccess to NextGen Planners & CII Membership\n\nWork in a modern, well-equipped office\n\nBe part of a Chartered, Top 100 IFA firm\n\nReady to Make a Difference in a Growing, Professional Firm?\n\n Apply now and become part of a supportive, forward-thinking team committed to excellence in financial planning