The Company: Highly regarded and nationally recognised IFA firm and brand based in Central Leeds looking to recruit an experienced Financial Planning Assistant into their busy back-office team
Office Location: Central Leeds
* Hybrid/Home Working: Yes - 3-days office, 2 days WFH
Salary/Package: £28-29k base DOE + bonus/benefits
* Benefits: Pension, 4xDIS & Private Medical Cover alongside a full company benefits package inclusive of study support (CII)
* Holidays: 25 days holiday plus stats
* Bonus: Discretionary - Paid annually
The Role: The wide-ranging adviser support role working alongside multiple high performing financial advisers working within HNW private wealth advice circles. As a Financial Planning Administrator, your responsibilities will include:
1. Providing a robust administration support function to the financial planning team in an efficient/timely manner
2. Supporting Paraplanners in production of suitability reports
3. Completes all work according to procedures and standards
4. Collates and verifies the accuracy of information and work provided
5. Assists in preparation of review and new client meeting
6. Supports business development through correct application of client processes and procedures
7. Assists team m...