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Senior Financial Planning Assistant

Professional Placement Ltd
Closing date
15 Apr 2021

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Contract Type
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Job Details

A new opportunity for Senior Financial Planning Assistant

This is a great role offering a competitive salary with company benefits and a superb development plan for a candidate seeking progression if you are looking for a development role.

The benefits are superb as with a generous bonus.

The role is working within the IFA admin support function whilst being supported by a team of Para planners and the

The role duties are listed below and the client is looking to have someone started by May.

You will be:

Chasing providers on the progress of business in a timely and effective manner

Update clients progress of work flow

Chase client authorities with insurance companies

Ensure all documents held on client files are scanned to CRM

Issue documents to clients including post sales letters and plan schedules.


New business applications

Transfers out/in

Income Review Liaise with 3rd parties

Uploading of compliance documents to internal system in given time scales.

Adding and updating diaries with relevant updates for advisor's to be informed of

What you need to apply

We are looking for someone who wants to develop and to be part of a growing IFA practice.

We need candidate that have worked for a IFA practice previously.

Good Attention to detail

Organised and work well under pressure.

You need to have worked with Pensions and Investments from an Financial Planning aspect

Working with Intelligent office or Adviser office is ideal, however full training provided.

Ideally have a relevant qualification or working towards.

Motivated and Positive.

If you are interested in this opportunity please apply and you will be contacted within 24 hours
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