RG Consultancy are working with a financial services business who are looking for an experienced Financial Planning Assistant to join their small and growing team. The role is to support the financial planning team on a day to day basis and has scope for development as the company grow. Role Responsibilities Provide general administrative and operational support to the financial planning team Manage adviser remuneration statements and assist with income matching and reconciliation Process and track Letters of Authority, liaising with providers and following up outstanding information Assist with new business processing, including ID checks and maintaining the new business register Maintain accurate and up-to-date client records and administrative files in line with GDPR and AML requirements Support compliance monitoring, product governance and other delegated compliance activities Liaise professionally with clients, advisers, product providers and third parties by telephone and email Draft client and provider correspondence as required Assist with fund research using FE Analytics and cashflow forecasting Prepare and pre-populate documentation for client meetings and recommendations Support the Adviser Support Manager with the management of our co-sourcing partner Attend relevant training and undert...
Financial Planning Assistant employer: RG Consultancy Ltd Careers
RG Consultancy is an exceptional employer, offering a dynamic work environment within a leading manufacturing company that values its employees. With competitive salaries, flexible working hours, and generous holiday allowances, the company fosters a culture of growth and collaboration, providing ample opportunities for professional development and team leadership. Located in a thriving area, employees benefit from onsite parking and private health insurance, making it an attractive place for those seeking meaningful and rewarding careers.
Contact Details:
RG Consultancy Ltd Careers Recruitment Team
