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Financial planning assistant

Leeds
Lime People Search & Select Ltd
Financial planning assistant
Posted: 4h ago
Offer 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 regard 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.


Key Responsibilities:

* 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 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 in support of the FPC


Candidate Profile:

* Ideally 2+ years experience in a similar Financial Planning / IFA Administrative role supporting Financial Advisers
* Strong written and verbal communication skills
* Proficiency with IT systems
* Qualifications related to Financial Planning or studying towards a Diploma in Financial Planning are advantageous

Great salary and company benefits are offered with this role.

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