Job Description
Financial Planning Support
Location: Farnham
Salary: £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 someone who can:
1. Input client details onto Prestwood system
2. Handle new business administration
3. Liaise with clients for new business information, Terms of Business, and tax returns
4. Conduct file checking for completeness
5. Liaise with product providers (e.g., for valuations, trusts, product terms)
6. Assist advisers with meeting preparation, new client packs, agendas, etc.
7. Support the Investment Proposition as necessary
8. Get involved in wider company projects as appropriate
The role will, in time, progress to:
1. Attend client meetings with adviser and schedule post-meeting actions
2. Conduct technical research
3. Prepare estimates
4. Build financial plans on Prestwood system
5. Draft simple suitability letters
6. Prepare simple tax returns
Office based in Farnham, Surrey
Working hours: Monday - Friday, 9-5.30pm
Compensation: £32-34k, plus bonuses and profit share
Additional benefits: Full support with professional qualifications and career progression opportunities
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