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We are partnered with a National Financial Planners who are seeking a proactive and detail-oriented Financial Planning Assistant to join their team at Altrincham. This is an exciting opportunity to work in a client-focused environment, providing essential support to financial advisers and contributing to the smooth operation of the business.
Key Responsibilities:
- Serve as the primary point of contact for advisers and clients, handling queries and providing updates on administrative matters.
- Support advisers by preparing documentation for client meetings, including regulatory documents, applications, and reports.
- Ensure the smooth processing of new business applications, adhering to compliance guidelines.
- Maintain accurate client records, managing review dates, valuations, and other essential data.
- Liaise with financial providers, clients, and internal departments to ensure timely completion of cases.
- Assist with the preparation of cases for paraplanning and address any outstanding queries.
- Monitor the team’s workload and ensure deadlines are met, providing support where necessary.
- Provide guidance and training to new team members and support their professional development.
Key Skills & Attributes:
- Strong organisational skills: Ability to manage multiple tasks, deadlines, and priorities efficiently.
- Excellent communication: Capable of interacting professionally with advisers, clients, and providers, both verbally and in writing.
- Attention to detail: Ensuring accuracy in documentation and compliance.
- Team player: Able to collaborate with colleagues across departments to achieve business goals.
- Financial services knowledge: Familiarity with financial products, regulatory requirements, and industry processes.
In return our client offers
- Competitive salary package
- Flexible start and finish times to suit your work-life balance
- 28 days holiday plus bank holidays (pro rata for part-time)
- Opportunity to work remotely one day per week after probation
- Free parking
- Workplace pension
- Career development opportunities
This is a fantastic opportunity for someone with experience in financial services support or administration who is looking to grow their career in a fast-paced and rewarding environment.
