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Financial Planning Assistant

  • Shortlist
Location ALTRINCHAM , Cheshire
Sector Financial Services
Salary £22,000 - £26,000 Per Annum
Type Permanent
Consultant Bobby Spalding
Ref 68319

We are looking for someone that has experience working in an IFA environment to provide a first class administration and support service to Financial Services Consultants, where you will be meeting and exceeding the expectations of the clients.

Ideally you will have some FS qualifications and possibly working towards the Level 4 Diploma.

You will be supported heavily in your career development and allowed to grow from within the firm.


  • To process new business in an accurate and timely manner in accordance with agreed service standards and standards for Treating Customers Fairly
  • To service ongoing business in a timely manner in accordance with agreed service standards and standards for Treating Customers Fairly
  • To provide accurate client data and fund valuations as required for ongoing client servicing and financial reporting
  • To communicate the progress of business to Managers, Directors, Clients and Consultants as appropriate.
  • To foster good working relationships with Managers, Colleagues and Consultants
  • To use the Intelligent Office system to effectively plan and prioritise workload, and to ensure client servicing is conducted as agreed

What's on offer?

  • 23 days + BH + 3 days between christmas and new year – increases with length of service
  • PMI 
  • 4 x DIS
  • income protection
  • company pension
  • free parking
  • industry leading training programmes / study support

What's needed?

  • You must have previous experience in a financial services administration environment; some supervisory experience would be an advantage but is not essential
  • The ideal candidate will hold the Certificate in Financial Services, or equivalent or working towards
  • Familiar using Intelligent Office and A J Bell platforms
  • Excellent communication skills (oral and written) as well as excellent numeracy skills
  • Excellent organisational and prioritisation skills
  • Ability to work independently and as part of a team
  • Ability to build positive working relationships

What’s next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: IFA Administrator, IFA Admin, Client Services Administrator, Sales Support, Adviser Support, Client Services Associate, Client Support Administrator, Business Support, Client Delivery