Financial Planning Assistant
We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of contact for clients, and maintain a high level of client service at all times.
Specifically you'll:
Provide relevant documentation ahead of FPC client meetings;
Obtain relevant research relating to proposed advice;
Compile suitability letters based on the advice being given;
Process new business;
Ensure accurate completion of compliance requirements;
Respond to client queries; • Maintaining client records on XPlan;
Liaise with life offices and providers;
Ensure the administrative requirements are completed for the Client Review Process;
Contribute to new business development;
Proactively maintaining a high level of client service;
Carry out other administrative related tasks as required in support of the FPC.
We are seeking someone with ideally 2+ years experience working in a similar Financial Planning / IFA Administrative role supporting Financial Advisers with their Administrative tasks, with strong written and verbal communications skills, coupled with the ability to work with IT systems. It would be to your advantage if you have any further qualifications relating to Financial Planning, or have started to study towards a Diploma in Financial Planning.
Great salary and company benefits are offered with this role
Recommended Jobs
Content Executive (Entry-Level) (Hiring Immediately)
About Us KINESSO is the technology-driven performance marketing agency that sits at the very heart of IPG Mediabrands, providing actionable growth for both our agency partners and clients. We turn …
Fabric Engineer
Company: DANIEL OWEN LTD Job Type: Permanent, Full Time Salary: £30000 - £35000/annum van
Commercial Refrigeration Engineer
A fantastic opportunity is available for Commercial Refrigeration Engineers to join a growing operation covering the M1 corridor. Positions are available across service, maintenance, and installation,…
Technical Support Specialist (CCTV, Gates, Security)
Company: RISE TECHNICAL RECRUITMENT Job Type: Permanent, Full Time Salary: £33000 - £34000/annum training, progression, overtime
Sales Associate - Part-time, 10hrs/week
Section: Retail Store Sales Associate – The North Face Part-time, 10hrs/week Join us now for the chance to be part of an amazing team and be responsible for providing our customers with a me…
VSD / Drives Service Engineer
The opportunity This is a hands-on field service role with a well-established employer in the drives and power electronics space, based out of Leeds with travel across Yorkshire and the surrounding…
Commercial Finance Business Partner
Michael Page Finance are supporting a leading client in their search for a Commercial Finance Business Partner to join their finance function in Leeds. This is an integral role, partnering with key b…
Functional Assessor
NMC and HCPC professionals eligible to apply. What is on offer as a Functional Assessor? - Excellent starting salary at £39,500pa - Monday to Friday 9am to 5pm working hours - Full time and pa…
Architectural Technician
Job Title: Architectural Technician Ref: BM113 Location: Leeds Salary: £32,000 - £40,000 This is an exciting opportunity to join a multidisciplined RIBA chartered practice who provide expert desig…
Recruitment Consultant
Recruitment Consultant (Sales) - Permanent HRGO Recruitment is growing, and we're looking for a Recruitment Consultant to join one of our newer branches as we continue to expand across the UK. If y…