Financial Planner Support

Focus Search and Selection have partnered with a reputable Chartered Financial Planner who is seeking an experienced Financial Planner Support to join their growing team.

As a Financial Planner Support, you will play a key role in providing comprehensive administrative and technical assistance to the Financial Planners, ensuring the smooth delivery of a high-quality financial planning service to clients.

Overview

• Provide comprehensive administrative support to Financial Planners and Directors, ensuring they have accurate and timely information to prepare for client meetings.
• Maintain accurate and up-to-date client records while ensuring all internal systems, policies, and processes are consistently followed.
• Support, mentor, and develop junior team members to enhance team performance, efficiency, and service quality.

Key Responsibilities

• Prepare and compile accurate documentation for client review packs and other meeting materials as required.
• Liaise with product providers and third parties to obtain and deliver precise, timely information.
• Ensure all client records have a clear audit trail, with documents saved and named correctly in accordance with company standards.
• Keep Financial Planners and team members informed of case progress, escalating any issues or complaints as needed. Conduct weekly review meetings with Financial Planners to discuss priorities and resolve outstanding matters.
• Attend client meetings as required, presenting specific sections (e.g. cashflow analysis) when appropriate and approved by the line manager (2–3 times annually).
• Manage pre- and post-meeting processes, delegating tasks appropriately. Ensure meeting notes are distributed promptly (within two weeks) and that all actions are completed efficiently.
• Provide guidance and support to junior colleagues, enabling them to contribute effectively to team and client objectives.
• Complete due diligence for all new business, following established checklists and procedures. Produce platform cost calculators and raise any queries with the line manager.
• Prepare suitability letter templates within IO, completing factual and plan-specific details, and drafting free-text sections where possible. Seek guidance from Lead Support or Senior Financial Planner Support where necessary.
• Work collaboratively with the Financial Planner to review and maintain appropriate cash weightings on a weekly basis.
• Ensure IO is updated regularly, maintaining accurate opportunity records in collaboration with the Financial Planner.
• Process all client instructions accurately using the correct advice flow, checklist, and IO task lists.
• Maintain and update your personal development record via the Academy App, ensuring objectives and training outcomes are recorded and current.
• Participate in projects and ad-hoc assignments to support business objectives and personal development.

For more information please call Jaiden Walker or apply direct to this advert directly.