Career
This is a great entry level role into Financial Planning. You will support Financial Planners with administrative needs and if you do a great job you have this potential career path:
Step 1 - Client Advisor Support (CAS) - Regulated Administrative support to front office.
Step 2 - Paraplanner - support financial planners by doing much of the technical, analytical, and preparatory work involved in financial planning.
Step 3 - Financial Planning Associate - support Financial Planners in the provision of high-quality financial planning – shadow and learn their ways!
Step 4 - Financial Planner – a key revenue generator for our business, provide advice to create financial plans for our clients to achieve their financial goals.
Careers can twist and turn according to your capabilities, you might instead wish to progress into management of any one trade, or move to a corporate role such as compliance, but CAS is a great induction point to getting started on our career ladder and we love to promote from within!
This is a fixed term role until the end of 2026. However, we are a growing firm and there are many opportunities that come up, especially if you are mobile within our Northern offices.
Accountabilities
This position ensures planners can focus on client relationships and strategic advice by managing the administrative tasks that underpin high‑quality financial planning. The role organises into two distinct objectives:
Client Administration
Ensure all client reviews have a corresponding suitability report and are sent to the client. Any reviews which are viewed as outstanding will need to be chased and escalated when required.
Process new business, applications, and provider paperwork accurately and on time.
Reconcile all client fees monthly and ensure timely payment to Financial Planners by collaborating with Finance and the Financial Planner.
Maintain our CRM (Client Centre) and ensure data is up to date and compliant.
All client files should be regularly maintained and updated.
Financial Planner enablement
Assist Financial Planners with the scheduling of annual reviews and preparation for meetings.
Assist Financial Planners managing and building their client banks, ensuring all clients are correctly segmented, client data is kept up to date with any changes, and a good level of service is consistently provided to the client.
Maintain strong relationships with both the Financial Planners and their clients
Ensuring that all post-meeting requirements are actioned promptly within agreed SLA’s.
Skills and Experience
Tech savvy, able to work on cloud based systems, has used AI to support finding answers.
High attention to detail and accuracy.
Confident written and verbal skills, confident to communicate directly with clients on customer service queries.
A desire to excel at what you do.
An interest in financial products (e.g. pensions, ISAs, investments).
A self learner who wants to read about industry articles and later take up supported study for exams to progress in their career.
Prior experience in a financial planning, wealth/asset management or similar firm would get you reviewed quickly.
Experience in financial services or accountancy is desirable.
Competitive Pension Scheme - we contribute 6%, you 3%
26 days holiday plus bank holidays
Private Medical Insurance
Life Assurance (4x)
Group Income Protection
Work From Anywhere policy
Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.
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