This role is for you if you’re an experienced IFA administrator who would be open to some paraplanning duties. At this business you will benefit from being part of a large team, have hybrid working, great benefits, and due to growth plans, there will be opportunities and support to progress further within the business and your career.
The business
The business is a leading independent Accountancy and Business Advisory firm based in the north of the UK. They have a very broad approach to the market as a whole, and as such are looking to expand their support team. This role is based in the Leeds office.
The role
As a Financial Planning Assistant, you’ll be supporting financial planning consultants through obtaining and providing relevant documentation and research, and creating suitability letters based on the advice being given.
You will also be processing new business, completing compliance checks, responding to client queries and maintaining their records on Xplan, as well as general administrative tasks when needed.
Benefits
1. Up to £29,000 depending on experience.
2. Salary Sacrifice Employer Contribution Pension Scheme
3. Life Cover (4x salary)
4. Income Protection
5. Competitive Annual Leave entitlement up to 26 days, plus Bank Holidays
6. Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year...