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Salary: £30,000 to £33,000
Location: Brighton & Hove
Financial Planning AssistantFull-time | Hybrid Working | Competitive Benefits | Career Progression
Are you an experienced Administrator working within financial planning ready to elevate your career? Join a dynamic financial planning firm that values precision, client-centric service, and continuous professional development.
About the Role
As a Financial Planning Assistant, you'll play a pivotal role in supporting Financial Planners throughout the client journey. Your responsibilities will include:
- Preparing comprehensive meeting packs and documentation.
- Processing new business applications and liaising with providers.
- Ensuring seamless client experiences through meticulous administrative support.
- Contributing to the development and implementation of tailored financial plans.
This position offers a clear pathway for career growth, with opportunities to deepen your expertise and take on more senior responsibilities within the firm.
What We Offer
- Generous Leave: 25 days annual leave plus bank holidays, and an additional well-being day each year.
- Financial Security: Competitive pension scheme and death in service benefit.
- Family & Health Support: Enhanced family-friendly policies and sickness absence provisions.
- Professional Development: Access to study support through our in-house academy, including apprenticeship schemes.
- Flexible Working: Hybrid working arrangements to support work-life balance.
What We're Looking For
- Experience: Background in financial planning or wealth management firms.
- Knowledge: Solid understanding of the financial advice process and regulatory requirements.
- Skills: Exceptional organizational abilities and a commitment to delivering outstanding client service.
- Qualifications: Progress toward Level 4 Diploma is advantageous but not mandatory.
Why Join Us?
Be part of a forward-thinking team that prioritises clarity, confidence, and consistency in wealth management. Our collaborative environment ensures that your contributions are valued, and your professional growth is supported.
