Financial Planning Assistant

Financial Planning IFA Assistant required. Excellent opportunity to take on a newly created role in a growing local company. Whether you are experienced, new to financial services or a recent graduate, you can take your career to the next level with us with full support and training. Salary £25,000 (entry level) to £28,000.

Do you have a keen eye for detail?

Are you looking to build a career in financial services?

This is a fantastic opportunity to join an established local business with a strong reputation and great values. We believe in supporting our team members to be the best they can be. If you see yourself in a paraplanner, or in a senior support role in the future, we'll support you with exams and provide you with first class training.

The role

Working as part of an established team that prepares for the advisers' meetings, deals with a variety of administration tasks, and handles ongoing client servicing.

• Completing pre-sale administration and creating and updating wealth reports.
• Gathering information such as LOAs and policy information checklists.
• Preparing the advisers for client meetings.
• Basic report writing including fund switches, reviews, and new money.
• Undertaking basic research using FE, Defaqto, Cashcalc, etc.
• Submitting new business to providers online, completing manual application forms and ensuring cases are in force as soon as possible.
• Assist specialist paraplanner with investment strategy administration where required.

Essential Skills

• A keen desire to work in financial services and build a career in financial planning.
• GCSE English & Maths (C or above).
• Understand the financial planning process.
• Excellent written and communication skills.
• Analytical and ability to interpret data.
• Meticulous attention to detail.
• Happy to work independently and as part of a team.
• Ability to prioritise and plan own workload.
• Have unrestricted rights to work in the UK.

Desirable Skills

• Any experienced gained working in a financial planning firm in a support role is an advantage.

Benefits

• 25 days basic holidays + banks holidays.
• Holiday purchase scheme after probationary period.
• Contributory Pension Option for Salary Sacrifice.
• Death in Service Benefit.
• Employee Assistance Programme.
• Ability to work from home a few days per week after training period.

Additional information

Monday to Thursday 9-5.30, Fridays 8.30-5.

Keywords: administrator, graduate, trainee, financial services, financial planning, IFA, pensions, investments, financial planning assistant, trainee paraplanner assistant financial planner, technical support, client support, IFA administrator.

About Us

Pocock Rutherford is a dynamic and highly professional practice locally based in Berkhamsted, Hertfordshire (find us on the High Street). We have shown continued growth through client recommendations since the firm was established. Many of our financial advisers have over twenty years of experience in the industry, dedicated to providing first-class service to our clients. As the financial world becomes ever more complex, we see our role as helping clients understand how many recent changes to pensions and investments could affect their financial future. Trust, Truth, and Transparency are the values our company stands for, which our financial advisers and support staff demonstrate daily. Please view our website for more information about our company and philosophy.

Further information

We are using advertising recruiters Recruitment Rebellion Limited to assist us with this vacancy.

Adverts run for up to 40 days and we encourage applications during this period. The interviewing process can start at any time and adverts can be ended early if a suitable candidate is found.

Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know. Only shortlisted candidates will be contacted.

In order to give your application the best chance of success, please:

Only apply if you have the unrestricted right to work in the UK.

Apply with a CV that is clear, concise, and correct.

Tailor your CV to highlight your experience and relevant achievements to the position.