Financial Planning Assistant

The Company: A regionally sized, relaxed/family-feel IFA firm looking to add a Financial Planning Administrator who is keen on developing into paraplanning and technical work. Based out of their Pontefract office you will take on a broad job remit across both Administrative Adviser Support and managing technical queries from clients. This is a perfect opportunity for someone who holds Intelligent Office system experience, is based locally and is looking for a progressive role with a firm that will support both personal and professional development.

• Office Location: Pontefract area
• Working Setup: Office based

Package: £29-30k base DOE + bonus and full company benefits

• Key Benefits: Pension, 4xDIS as well as a full flexible benefits package
• Bonus: Discretionary - Paid annually
• Holidays: 25-days + stats

The Role: A hybrid Admin/Developing Paraplanner support role and remit working across both admin support and new business processing workloads to basic suitability work. Duties include:

• Provide day-to-day administrative support to advisers, ensuring the smooth running of client servicing and new business processing.
• Prepare client meeting packs, valuation reports, and other documentation.
• Maintain accurate client records on the CRM system Intelligent Office, ensuring compliance with FCA requirements.
• Liaise with providers to obtain policy information, fund values, and quotations.
• Process new business applications and track progress through to completion.
• Assist with general office administration, correspondence, and telephone queries.
• Conduct product and fund research in line with client needs and adviser recommendations for annual reviews.
• Prepare suitability letters for annual reviews.
• Ensure all work adheres to compliance standards and regulatory requirements.

The Person: You will come with a wealth management background and bring experience of processing business in and investments/pensions setting. Intelligent Office system experience would be preferred but isn't essential, with the client keen for someone to come in and hit the ground running. Are you:

• Looking for a career move that promotes development into technical/paraplanning work?
• Motivated by working in a relaxed, friendly, family feel style business that prioritises client experience?

What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours.