Job Description
Financial Planning Support
Farnham
£32-34k
We are pleased to be working with a Farnham based IFA Practice, on their search for a Financial Planning Support, to join the business.
We are looking for some one who can:
· Input client details onto Prestwood system
· New business administration
· Liaise with clients for new business information, Terms of Business, tax returns.
· File checking for completeness
· Liaise with product providers (e.g., for valuations, trusts, product terms)
· Help advisers with meeting preparation, new client packs, agendas etc.
· Supporting the Investment Proposition as necessary
· Involvement in wider company projects as appropriate
The role will, in time, progress to:
· Attend client meetings with adviser and schedule post meeting actions.
· Technical research
· Do fee estimates
· Build financial plans on Prestwood system
· Draft simple suitability letters
· Simple tax returns
Office based, Farnham, Surrey
Monday - Friday, 9-5.30pm
Salary: £32-34k, plus bonuses and profit share
Full support with professional qualifications
Career progression