Overview
Financial Planning Assistant Jobs in UK at CB3 Associates Ltd
The Company:Regional IFA business with multiple sites and a presence across the breadth of Northern England looking to add a Financial Planning Assistant to their Leeds office. A truly independent, private wealth focused financial advice firm:
Want to apply Read all the information about this position below, then hit the apply button.
Office Location:Central Leeds
Hybrid/Home Working:Yes – 3-days office, 2 days WFH
Package:£26-30k base DOE + bonus and full company benefits
Benefits:21 days holiday plus stats, pension, 4xDIS on top of a full flexiblebenefits package
Bonus:Discretionary – Paid annually
The Role:A hybrid role taking on across technical admin support and basic research/suitability report writing. Your time will be split across business processing and administrative support to 2 financial advisers, and basic paraplanning to support advisers wit advice compilation:
Duties include:
Providing relevant documentation ahead of client meetings
Obtaining relevant research relating to proposed advice
Compiling suitability letters based on the advice being given
Processing new business
Responding to client queries
Maintaining client records on XPlan
Liaising with Life offices and providers
Ensuring the administrative requirements are completed for the Client Review Process
Contribute to new business development and proactively maintain a high level of client service
The Person:An IFA/wealth management/investments management background is a necessity, coupled with exposure to supporting IFA’s/financial advisers in a private wealth advice environment.
Required:
Paraplanning/suitability report compilation experience
Required:
Adviser administration experience
Part-qualified Diploma (minimum)
What next?Further questions? Keen to apply & register your interest? Please get in touch asap:
Chris – |
Title: Financial Planning Assistant
Company: CB3 Associates Ltd
Location: UK
Category: Finance & Banking, Administrative/Clerical
