Financial Planning Assistant

Job Description
The Company:
Extremely well-respected, client-centric focused IFA firm based in York looking to add an experienced IFA Administrator who ideally holds some basic suitability report writing experience to their adviser support team:
Location:
Central York
Working:
Yes – 4-days office, 1-day WFH
Package:
£27-30k base DOE + annual bonus & full company benefits
Holidays:
25 days holiday + stats
Working Hours:
Full-time – 37.5hrs p/w
The Role:
A hybrid role working across wealth administration support and basic
research/suitability
report writing that is geared around supporting multiple high performing financial advisers, working in HNW circles from a technical admin support perspective.
New business processing
Preparing client review pack for client meetings
Obtaining
quotations/valuations
Liaise with product providers and managing relationships accordingly
Manage client relationships and being the first point of contact for technical queries as required
Database management with client business development and marketing materials
Product research
Paraplanning and suitability report compilation – ISA transfers, lump sum investments etc
The Person:
Will ideally come from an IFA/wealth management background and have exposure to supporting IFA’s/financial planners across the transaction of private wealth focused financial advice:
2 years + experience in an Admin/Adviser Support role
Exposure to private wealth investments, pensions and protection casework
What next?
Follow the link attached to apply via CV submittal. Further questions? Feel free to get in touch directly on the details below: Chris - 07891479277 |
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