Financial Planning Assistant
๐ Location: Liverpool
๐ Full-Time | Permanent
๐ผ 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? Weโre looking for a detail-oriented, proactive individual to support our team with a blend of technical and administrative responsibilities.
๐ 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.
๐งพ 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 function
๐ What Youโll Need
- Minimum 3 yearsโ experience in a financial planning firm
- Minimum R01 qualification
- Strong communication skills and attention to detail
- Confident using financial planning software and MS Office
- A proactive, team-oriented approach and a strong sense of integrity
๐ก Why Join Us?
- 25 days holiday + bank holidays
- Your birthday off!
- Cycle to Work Scheme
- 10x Death in Service cover
- Private Medical Insurance
- 5% Pension Contribution
- Access to NextGen Planners & CII Membership
- Work in a modern, well-equipped office
- Be part of a Chartered, Top 100 IFA firm
Ready to Make a Difference in a Growing, Professional Firm?
Apply now and become part of a supportive, forward-thinking team committed to excellence in financial planning.