Financial Planning Assistant - Burton Recruitment : Job Details

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.