Financial Planning Assistant

Posted 20 September by Page Personnel Finance

The main duty of this role is to provide administrative assistance to the Paraplanners and Financial Planning team. This includes assisting and supporting all activities of the Financial Planning team including telephone, letter and email communication.

Client Details

Our client is a well know Investment Management business based in Edinburgh.


The key duties of this role include;

On-boarding and management of new clients online access, including chasing up contact information, including accuracy of addresses ect.

Setting up all payments for ISA's SIPPs, ect.

Claiming funds of fees.

Reviewing mail and allocating to the respective Financial Planners, Paraplanners and Internal Office.

Maintaining accurate records for all clients and providers, updating client files with any advice records.

Closure of existing clients, chasing up updates for closures, bonds, life policies ect.

Support in the preparation of regular financial planning reports for clients, in conjunction with investment team.

Support a collegiate environment for the Financial Planning team's discussions and development of strategy.


The successful candidate will have;

The ability to learn new systems in order to appropriately input data accurately on a number of systems and software packages

Fantastic written skills in order to clearly present information to clients and financial planners.

Fantastic numeracy skills in order to process, check and input a range of data.

A confident telephone manner as well as the ability to build rapport and relationships in order to gain a high level of trust with clients, providing a reliable service.

Accuracy and attention to details in order to maintain a superb level of service.

The ability to display assertiveness and tenacity when needed to build good relationships with clients, financial planners and colleagues, ensuring clients are serviced correctly whilst maintaining positive relationships internally and externally.

The ability to prioritise workload and conflicting priorities.

Job Offer

On offer to the candidate is;

A competitive salary.

Strong bonus potential.

Excellent platform learning and development.

Required skills

  • Financial planning assistant

Reference: 36165025

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