Job 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 regards to Pensions & Retirement Planning & Investments.\nWe 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, and be the main point of contact for clients, and maintain a high level of client service at all times.\nSpecifically you'll:\nProvide relevant documentation ahead of FPC client meetings;\nObtain relevant research relating to proposed advice;\nCompile suitability letters based on the advice being given;\nProcess new business;\nEnsure accurate completion of compliance requirements;\nRespond to client queries; • Maintaining client records on XPlan;\nLiaise with life offices and providers;\nEnsure the administrative requirements are completed for the Client Review Process;\nContribute to new business development;\nProactively maintaining a high level of client service;\nCarry out other administrative related tasks as required in support of the FPC.\nWe are seeking someone with ideally 2+ years experience working in a similar Financial Planning / IFA Administrative role supporting Financial Advisers with their Administrative tasks, with strong written and verbal communications skills, coupled with the ability to work with IT systems. It would be to your advantage if you have any further qualifications relating to Financial Planning, or have started to study towards a Diploma in Financial Planning.\nGreat salary and company benefits are offered with this role