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Financial Planning Assistant Leading Wealth Management Firm £30,000 - £35,000 + Benefits + Hybrid Working
Are you an experienced Financial Planning Administrator with a passion for complex casework and high-quality client service? We’re working in partnership with a highly respected, forward-thinking Wealth Management firm that is looking to expand its support team with the addition of a Financial Planning Assistant.
This is a fantastic opportunity for an experienced Financial Services professional to join a business that is a leading company in the Hertfordshire area. You'll play a pivotal role in supporting financial planners and paraplanners in delivering top-tier advice and service to clients.The Role:As a Financial Planning Assistant, you will be responsible for managing and processing all post-sale administration and you’ll be involved in complex cases including Defined Benefit transfers, IHT planning, and pension administration.
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Post-sale administration and client onboarding
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Gathering documentation for LOAs and illustrations
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Organising and preparing for client meetings and compiling compliance paperwork
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New Business administration
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Maintaining client files via IO
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Supporting paraplanners with administrative tasks and assisting in basic report writing
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Acting as a key liaison with clients and providers, including complaint handling where required
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Mentoring junior team members of the team
Role Requirements:
Essential:
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Minimum 2 years' experience in a Financial Planning / Wealth Management firm
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Working knowledge of platforms and a back office system
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Experience processing new business and managing pipeline cases
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Excellent written and verbal communication skills.
Desirable:
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Experience supporting DB Pension Transfer and IHT cases.
- Progression towards Level 4 Diploma (CII or equivalent
Why Join?
- ???????Join a well-established firm with an excellent reputation
- Opportunities to mentor others?????
- Hybrid working and flexibility offered
- Option to buy additional holiday, plus 25 days of annual leave allocated to you
If you’re an experienced financial planning administrator ready to step into a more technical, specialist role, we want to hear from you. Apply now or contact us directly for a confidential discussion.
