Financial Planning Assistant

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.

• Post-sale administration and client onboarding

• Gathering documentation for LOAs and illustrations

• Organising and preparing for client meetings and compiling compliance paperwork

• New Business administration

• Maintaining client files via IO

• Supporting paraplanners with administrative tasks and assisting in basic report writing

• Acting as a key liaison with clients and providers, including complaint handling where required

• Mentoring junior team members of the team

Role Requirements:

Essential:

• Minimum 2 years' experience in a Financial Planning / Wealth Management firm

• Working knowledge of platforms and a back office system

• Experience processing new business and managing pipeline cases

• Excellent written and verbal communication skills.

Desirable:

• 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.