In brief
This Financial Planning Assistant role provides essential administrative and technical support to consultants within a busy financial planning firm. The work involves managing client documentation, processing new business, maintaining compliance records, and acting as a primary point of contact for client enquiries regarding pensions and investments.
Best for
Experienced IFA administrators seeking a role in Central Leeds
What you need
Required
Financial planning administration
2+ years
Written communication
Clearly required in the listing
Verbal communication
Clearly required in the listing
IT systems proficiency
Clearly required in the listing
XPlan
Clearly stated in the job description.
Preferred
Financial planning qualifications
Strongly implied by the listing
Diploma in Financial Planning
Strongly implied by the listing
Your day-to-day
Prepare meeting documentation
Clearly stated in the job description.
Conduct research
Clearly stated in the job description.
Draft suitability letters
Clearly stated in the job description.
Process new business
Clearly stated in the job description.
Maintain client records
Clearly stated in the job description.
Liaise with providers
Clearly stated in the job description.
Manage client enquiries
Clearly stated in the job description.
Experience expected
Level
Not stated
Based on what the listing states
Years of experience
2+ years
of relevant experience stated for this role
Clearly stated in the listing
Evidence from the listing
Years required
“We are seeking someone with ideally 2+ years experience working in a similar Financial Planning / IFA Administrative role supporting Financial Advisers with their Administrative tasks, with strong wri…”
Full job description (from employer)⌄
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments. We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of contact for clients, and maintain a high level of client service at all times. Specifically you'll: Provide relevant documentation ahead of FPC client meetings; Obtain relevant research relating to proposed advice; Compile suitability letters based on the advice being given; Process new business; Ensure accurate completion of compliance requirements; Respond to client queries; • Maintaining client records on XPlan; Liaise with life offices and providers; Ensure the administrative requirements are completed for the Client Review Process; Contribute to new business development; Proactively maintaining a high level of client service; Carry out other administrative related tasks as required in support of the FPC. We are seeking someone with ideally 2+ years experience working in a similar Financial Planning / IFA Administrative role supporting Financial Advisers with their Administrative tasks, with strong written and verbal communications skills, coupled with the ability to work with IT systems. It would be to your advantage if you have any further qualifications relating to Financial Planning, or have started to study towards a Diploma in Financial Planning. Great salary and company benefits are offered with this role
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Note
We generate this analysis from the job description. The listing may have changed since then, or the analysis may not be fully accurate — always check the original posting before applying.