Financial Planning Assistant

Our client, a reputable and long-established financial planning firm in Lytham, is expanding their team due to continued growth and success. They are actively seeking an experienced and dedicated Financial Planning Assistant. This role offers an exciting opportunity for a detail-oriented professional to make a meaningful impact within a collaborative and supportive environment.

Key Responsibilities:

• Research: Conduct in-depth research on financial products, funds, and new technical offerings to assist in advisory services.
• Report Preparation: Prepare comprehensive financial reports, including cash flow analyses and suitability reports, to provide clear, compliant recommendations for clients.
• Client Service: Build and maintain strong client relationships, promptly addressing inquiries and offering valuable support.
• Record Keeping: Accurately maintain client records, including risk profiles and compliance-related documents, ensuring up-to-date information.
• Compliance: Ensure all processes and documentation meet regulatory and legislative standards to support the firm’s compliance.
• Technical Support: Provide expert technical assistance to financial advisors and other team members, enhancing client service and decision-making.
• Industry Knowledge: Stay updated on industry trends, regulatory changes, and new financial products.
• Team Collaboration: Work closely with financial advisors and administrative staff to deliver exceptional outcomes for clients.

Knowledge & Experience:

• Proven experience in a financial planning or advisory services environment, with a strong client-focused approach.
• Skilled in writing complex reports and conducting detailed case assessments.
• Analytical mindset, with the ability to evaluate information, draw critical insights, and make well-supported recommendations.
• Eagerness for continuous learning and skill development, with a proactive approach to acquiring and applying new knowledge.
• Solid understanding of pensions, retirement planning, investments, tax planning, and relevant financial regulations.

The Ideal Candidate Will Demonstrate:

• Strong communication skills and the ability to collaborate effectively within a team.
• High standards of professional integrity, with a commitment to excellence in every task.
• Flexibility and a proactive approach to service improvement and development.

In Return, We Offer:

• Competitive salary up to £40k, depending on experience.
• Professional growth opportunities within a supportive and forward-thinking team.
• 25 days of annual leave, plus bank holidays.
• Workplace pension plan.
• Flexible working options to support a healthy work-life balance.
• Free on-site parking.

This is an excellent opportunity for a skilled Financial Planning Assistant looking to advance their career in a respected and supportive financial planning firm. If you’re committed, knowledgeable, and eager to make a positive impact, we’d love to hear from you!