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
Receive real-time job alerts and never miss the right job again
United Kingdom - Royal Tunbridge Wells
April 27, 2024
• Enterprise Client Services are Commercial Solution Strategists - providing data driven insights that inform and shape client strategies, and then executing the setup to deliver revenue against Brand Omnichannel KPIs supporting performance and efficacy for our clients & EPC cross teams. • A Team of...
United Kingdom - London
April 27, 2024
• Enterprise Client Services are Commercial Solution Strategists - providing data driven insights that inform and shape client strategies, and then executing the setup to deliver revenue against Brand Omnichannel KPIs supporting performance and efficacy for our clients & EPC cross teams. • A Team of...
United Kingdom - Bromley
April 27, 2024
• Enterprise Client Services are Commercial Solution Strategists - providing data driven insights that inform and shape client strategies, and then executing the setup to deliver revenue against Brand Omnichannel KPIs supporting performance and efficacy for our clients & EPC cross teams. • A Team of...
United Kingdom - Other
April 4, 2024
We are currently recruiting a Sales Manager, U.K. Infrastructure to support our Outdoor Wireless Network U.K. Infrastructure business. This role will be instrumental in supporting the growth of the infrastructure business in the U.K in both the short and medium term. Who We Are: CommScope is a...
United Kingdom - Maidstone
April 27, 2024
• We are looking for someone like us that understands the marketing and digital marketing industry is at an inflection moment and that while this presents some challenges, with the right technology there will also be huge opportunities. • Working in the Epsilon new business team you will have an...
United Kingdom - Crawley
April 27, 2024
• We are looking for someone like us that understands the marketing and digital marketing industry is at an inflection moment and that while this presents some challenges, with the right technology there will also be huge opportunities. • Working in the Epsilon new business team you will have an...
United Kingdom - Chelmsford
April 27, 2024
• Enterprise Client Services are Commercial Solution Strategists - providing data driven insights that inform and shape client strategies, and then executing the setup to deliver revenue against Brand Omnichannel KPIs supporting performance and efficacy for our clients & EPC cross teams. • A Team of...
United Kingdom - West Sussex
April 1, 2024
The GCSP Regions Head of Europe is a leadership position for providing end-to-end pharmacovigilance (PV) strategic insight and operational oversight for CSL enterprise affiliates and guiding PV operations in the Affiliates. The role directly manages personnel including Regions Territory Managers,...
United Kingdom - Kingston Upon Thames
April 27, 2024
• Enterprise Client Services are Commercial Solution Strategists - providing data driven insights that inform and shape client strategies, and then executing the setup to deliver revenue against Brand Omnichannel KPIs supporting performance and efficacy for our clients & EPC cross teams. • A Team of...
United Kingdom - Windsor
April 27, 2024
• Enterprise Client Services are Commercial Solution Strategists - providing data driven insights that inform and shape client strategies, and then executing the setup to deliver revenue against Brand Omnichannel KPIs supporting performance and efficacy for our clients & EPC cross teams. • A Team of...
United Kingdom - Luton
April 27, 2024
• Enterprise Client Services are Commercial Solution Strategists - providing data driven insights that inform and shape client strategies, and then executing the setup to deliver revenue against Brand Omnichannel KPIs supporting performance and efficacy for our clients & EPC cross teams. • A Team of...
United Kingdom - Crawley
April 27, 2024
• Account Managers are Commercial Solution Strategists - providing data driven insights that inform and shape client strategies, and then executing the setup to deliver revenue against Brand Omnichannel KPIs supporting performance and efficacy for our clients & EPC cross teams. • A Team of Subject...
United Kingdom - Kirkcaldy
April 9, 2024
Be one of the bold and engineer advanced networks with us! How You'll Help Us Connect The World: The Electronic Design Engineer will be a member of our RF Engineering team based out of our Scottish office in Fife. You will be responsible for the development of new designs and cost optimization of...
United Kingdom - Gravesend
April 27, 2024
• Enterprise Client Services are Commercial Solution Strategists - providing data driven insights that inform and shape client strategies, and then executing the setup to deliver revenue against Brand Omnichannel KPIs supporting performance and efficacy for our clients & EPC cross teams. • A Team of...
United Kingdom - Watford
April 27, 2024
• Enterprise Client Services are Commercial Solution Strategists - providing data driven insights that inform and shape client strategies, and then executing the setup to deliver revenue against Brand Omnichannel KPIs supporting performance and efficacy for our clients & EPC cross teams. • A Team of...
United Kingdom - Enfield
April 27, 2024
• Enterprise Client Services are Commercial Solution Strategists - providing data driven insights that inform and shape client strategies, and then executing the setup to deliver revenue against Brand Omnichannel KPIs supporting performance and efficacy for our clients & EPC cross teams. • A Team of...
United Kingdom - Croydon
April 27, 2024
• Enterprise Client Services are Commercial Solution Strategists - providing data driven insights that inform and shape client strategies, and then executing the setup to deliver revenue against Brand Omnichannel KPIs supporting performance and efficacy for our clients & EPC cross teams. • A Team of...
United Kingdom - Luton
April 27, 2024
• We are looking for someone like us that understands the marketing and digital marketing industry is at an inflection moment and that while this presents some challenges, with the right technology there will also be huge opportunities. • Working in the Epsilon new business team you will have an...
United Kingdom - United Kingdom
April 2, 2024
Build an Aviation Career You're Proud Of • At StandardAero, we use our ingenuity and know-how to find solutions for the simple to the most complex challenges in aviation. Together, we get the job done and done well. Our stability, resources, and respectful culture supports you in building a solid...
United Kingdom - Virtual
March 26, 2024
CommScope creates network technology to bring people together… To capture the exponential FTTH growth ambition in the UK and Ireland, CommScope is looking for an experienced Key Account Manager. A sales professional that can hit the ground running and can build excellent relationships and handle all...
United Kingdom - Dartford
April 27, 2024
• Enterprise Client Services are Commercial Solution Strategists - providing data driven insights that inform and shape client strategies, and then executing the setup to deliver revenue against Brand Omnichannel KPIs supporting performance and efficacy for our clients & EPC cross teams. • A Team of...
United Kingdom - Orpington
April 27, 2024
• Enterprise Client Services are Commercial Solution Strategists - providing data driven insights that inform and shape client strategies, and then executing the setup to deliver revenue against Brand Omnichannel KPIs supporting performance and efficacy for our clients & EPC cross teams. • A Team of...
United Kingdom - Oxford
April 27, 2024
If you are a Jazz employee please apply via the Internal Career site Jazz Pharmaceuticals plc (NASDAQ: • JAZZ) is a global biopharmaceutical company whose purpose is to innovate to transform the lives of patients and their families. • We are dedicated to developing life-changing medicines for people...
United Kingdom - Royal Tunbridge Wells
April 27, 2024
• Account Managers are Commercial Solution Strategists - providing data driven insights that inform and shape client strategies, and then executing the setup to deliver revenue against Brand Omnichannel KPIs supporting performance and efficacy for our clients & EPC cross teams. • A Team of Subject...
United Kingdom - Hounslow
April 27, 2024
• Enterprise Client Services are Commercial Solution Strategists - providing data driven insights that inform and shape client strategies, and then executing the setup to deliver revenue against Brand Omnichannel KPIs supporting performance and efficacy for our clients & EPC cross teams. • A Team of...
United Kingdom - Slough
April 27, 2024
• Enterprise Client Services are Commercial Solution Strategists - providing data driven insights that inform and shape client strategies, and then executing the setup to deliver revenue against Brand Omnichannel KPIs supporting performance and efficacy for our clients & EPC cross teams. • A Team of...
United Kingdom - Epsom
April 27, 2024
• Enterprise Client Services are Commercial Solution Strategists - providing data driven insights that inform and shape client strategies, and then executing the setup to deliver revenue against Brand Omnichannel KPIs supporting performance and efficacy for our clients & EPC cross teams. • A Team of...