Financial Planning Support role in Farnham, Surrey. Key responsibilities include:
* 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 for valuations, trusts, product terms
* Support advisers with meeting preparation, new client packs, agendas
* Support the Investment Proposition as necessary
* Involvement in wider company projects
Progressing 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, Monday - Friday, 9-5.30pm. Salary: £32-34k, plus bonuses and profit share. Full support with professional qualifications and genuine career progression.