Senior Financial Planning Assistant

Clark James
12 Feb 2017
12 Mar 2017
Contract Type
Full Time

My client, an established IFA and Wealth practice are looking to expand their team by recruiting an experienced Senior Financial Planning Assistant.

The role will include:

  • Produce Valuations and meeting packs for client reviews
  • Prompt and compliant submission of new business
  • Managing pipeline business
  • Liaising with high net worth clients and providers
  • Maintaining Plum client database
  • Responsible for inputting and reconciling all fees
  • Screening and dealing with consultants’ post, e-mails and calls
  • Diary management
  • Providing product and fund research

Key experience and client wish list:


  • Extensive and demonstrable experience in an IFA administration support role;
  • A detailed knowledge of the Financial Conduct Authority rules and financial regulations;
  • Experience within Private Wealth Management;
  • A working knowledge of investments, pensions and protection plans as well as other financial products;
  • Strong IT skills, MS Office (PowerPoint, Word and Excel);
  • Excellent organisational and communication skills;
  • Proven track record in delivering customer satisfaction;
  • Good numeracy skills with close attention to detail;
  • Experience of working within defined service standards and procedures;
  • High levels of integrity, handling confidential information and sensitive matters in a
  • professional manner at all times;
  • Able to demonstrate an adaptable/flexible approach to work within a changing and high-pressure environment;-
  • Ability to work within a team environment, unsupervised with a high level of self-motivation;
  • Flexibility working across all teams, if required.


  • Experience of using Plum;
  • Previous experience dealing with the administration of Group Life and Pension Schemes;
  • Part FPC/RO/CF qualified or equivalent experience in the Financial Services Industry;
  • Ambitious and goal orientated;
  • Evidence of continual learning and development of skills and knowledge.

In return, the client is offering a competitive salary to c. £35K, plus benefits package.

They’re also keen on candidates progressing with their industry qualifications and will offer ongoing encouragement and support.