Financial Planning Assistant , Wealth Planning , Wealth Management

Salary – 35-45K

The Client

A highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London.

The Role

The Financial Planning Assistant is a great opportunity to join a successful Wealth Planning team. There will also be opportunity for Financial Planning exams to be supported in time should the candidate be interested in pursuing the RO exams.

The Financial Planning Assistant role will provide a high level of administrative support to Wealth Management teams, including Wealth Planners and Paraplanners.

The Financial Planning Assistant will be responsible for Client Data Input and Client Record Maintenance, and will maintain the Intelligent Office database to include fund updates.

The Financial Planning Assistant will issue and follow up information requests to pension providers and Life and Investment companies.

The Financial Planning Assistant will be the Internal Liaison with the Investment Managers, as well as producing Valuation Reports, monitoring transaction activity and reconciling client data.

The Financial Planning Assistant will process SIPP contributions ,transfers and withdrawals wand process top ups and withdrawals on onshore and offshore bonds

The Candidate

3-5 years minimum experience in a similar Financial Planning administration / Wealth Planning administration / IFA administration role.

Good organisational & time management skills.

A desire to gain Financial Planning qualifications.

Numerate with attention to detail.

Excellent communications skills both written and verbal.

Experience with Intelligent Office, Xplan, Voyant , Finametrica or Intelliflo – would be advantageous