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Financial Planning Assistant

Full Time in Admin Support , in Paraplanning
  • South Parade, Leeds, UK View on Map
  • Salary: £26,000 - £30,000
  • Additional package info + WFH flex, bonus & full company benefits

Job Description

The Company: Regional IFA business with multiple sites and a presence across the breadth of Northern England looking to add a Financial Planning Assistant to their Leeds office. A truly independent, private wealth focused financial advice firm:

  • Office Location: Central Leeds
  • Hybrid/Home Working: Yes – 3-days office, 2 days WFH

 

Package: £26-30k base DOE + bonus and full company benefits

  • Benefits: 21 days holiday plus stats, pension, 4xDIS on top of a full flexible benefits package
  • Bonus: Discretionary – Paid annually

 

The Role: A hybrid role taking on across technical admin support and basic research/suitability report writing. Your time will be split across business processing and administrative support to 2 financial advisers, and basic paraplanning to support advisers wit advice compilation: Duties include:

  • Providing relevant documentation ahead of client meetings
  • Obtaining relevant research relating to proposed advice
  • Compiling suitability letters based on the advice being given
  • Processing new business
  • Responding to client queries
  • Maintaining client records on XPlan
  • Liaising with Life offices and providers
  • Ensuring the administrative requirements are completed for the Client Review Process
  • Contribute to new business development and proactively maintain a high level of client service

 

The Person: An IFA/wealth management/investments management background is a necessity, coupled with exposure to supporting IFA’s/financial advisers in a private wealth advice environment.

  • Required: Basic paraplanning/suitability report compilation experience
  • Required: Adviser administration experience
  • Part-qualified Diploma (minimum)

 

What next? Further questions? Keen to apply & register your interest? Please get in touch asap:

Chris – 07891479277 | chris@cb3associates.co.uk

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