Financial Planning Assistant

This role is for you if you’re an experienced IFA administrator who would be open to some paraplanning duties. At this business you will benefit from being part of a large team, have hybrid working, great benefits, and due to growth plans, there will be opportunities and support to progress further within the business and your career.

The business

The business is a leading independent Accountancy and Business Advisory firm based in the north of the UK. They have a very broad approach to the market as a whole, and as such are looking to expand their support team. This role is based in the Leeds office.

The role

As a Financial Planning Assistant, you’ll be supporting financial planning consultants through obtaining and providing relevant documentation and research, and creating suitability letters based on the advice being given.

You will also be processing new business, completing compliance checks, responding to client queries and maintaining their records on Xplan, as well as general administrative tasks when needed.

Benefits

• Up to £29,000 depending on experience.
• Salary Sacrifice Employer Contribution Pension Scheme
• Life Cover (4x salary)
• Income Protection
• Competitive Annual Leave entitlement up to 26 days, plus Bank Holidays
• Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
• Hybrid working
• Health Shield Cash Plan (cash back on a range of Health benefits and discounts on holidays, fashion and entertainment)
• Employee Assistance Programme (24/7 confidential support for wellbeing and health)
• Paid flu jabs and eye tests
• Introductory Commission Scheme (financial reward if you refer a new client)
• Employee Referral Scheme (financial reward if you refer a new colleague) enabling you to claim up to £2,500 for each referral.
• Ongoing access to online training courses and materials
• Paid professional membership fees.
• Charity of the Month
• Colleague of the Month
• Subsidised social events throughout the year

If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details. We will then get in touch to gain any additional information we require. Then you can sit back whilst we present you to the business with the aim of opening the lines of communication and setting up a call between you both.