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Financial Planning Assistant

Location: WIMBORNE, DORSET Salary: 18000 - 26000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 10 months ago Reference: 3052590
A Chartered IFA Practice within the Wimborne area are recruiting for a Financial Planning Assistant to join the business and competently provide administrative support to one of the Directors and the teams Financial Planners and Paraplanners, ensuring all documents adhere to FCA guidelines.

This is a very exciting opportunity within a highly successful expanding business where there is plenty of opportunity to progress and grow within your financial services career.

- Providing technical administrative support and customer services to the financial services team
- Sending confirmation of appointment emails/letters
- Analyzing information from provider requests
- Diary planning and arrangements for the financial planners
- Providing paraplanners with correct information for their reports
- Update all fact finds
- To maintain up to date information and progress on back office system
- To provide paraplanners with the correct and accurate information
- Ensuring the business is FCA compliant

- Experience with Avelo/ Adviser office software
- Previous experience within a IFA Practice environment
- Competent individual who can hit the ground running
- Highly accurate in all task carried out
- Be a very tidy worker, with a fine eye for detail
- Excellent written and verbal communication skills
- Ability to work well under pressure

Please apply online for further information or contact

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