Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planning Consultants and ensure a smooth client experience.
- Company: Established professional services firm with a focus on financial planning.
- Benefits: Competitive salary, flexible working, health support, and career development opportunities.
- Why this job: Kickstart your career in financial services while making a real impact for clients.
- Qualifications: Strong organisational skills and a commitment to excellent client service.
- Other info: Enjoy a dynamic work environment with ongoing training and social events.
The predicted salary is between 30000 - 48000 £ per year.
An established and growing professional services firm is seeking a Financial Planning Assistant to join its Financial Planning team. This is an excellent opportunity for a highly organised and client-focused individual looking to build a career within financial planning and financial services.
The role offers exposure to a wide range of administrative and client-facing responsibilities, supporting Financial Planning Consultants and acting as a key point of contact for a portfolio of clients.
The Role
As a Financial Planning Assistant, you will provide first-line administrative and client support to Financial Planning Consultants, ensuring a smooth and efficient client experience. Key responsibilities include:
- Preparing and providing relevant documentation to Financial Planning Consultants ahead of client meetings.
- Acting as a main point of contact for clients and responding promptly to queries.
- Liaising with life offices and product providers.
- Maintaining accurate client records on financial planning systems (e.g. Xplan).
- Ensuring compliance requirements are completed accurately and on time.
- Supporting the administrative elements of the client review process.
About You
To be successful in this role, you will have:
- Experience in an administrative or customer service role, ideally within financial services (desirable but not essential).
- Strong organisational skills with the ability to manage diaries and schedule appointments effectively.
- Excellent written and verbal communication skills, with a strong commitment to client service.
- The ability to work well in a fast-paced environment and manage competing priorities.
- A proactive and collaborative approach, with a willingness to support colleagues.
- Good general IT skills and attention to detail.
- The ambition to study towards professional qualifications, with full support provided.
- A full UK driving licence is desirable but not essential.
What’s on Offer
- Competitive salary.
- Employer pension scheme with life cover and income protection.
- Annual leave of up to 26 days plus bank holidays, with the option to purchase additional leave.
- Flexible and smart working arrangements, including home and remote working.
- Health cash plan and wellbeing support, including access to an employee assistance programme.
- Paid flu jabs and eye tests.
- Financial incentives through client and employee referral schemes.
- Ongoing access to online training and development resources.
- Paid professional membership fees.
- Regular recognition initiatives and subsidised social events.
- Strong encouragement and support for long-term career development.
Financial Planning Assistant in Newcastle upon Tyne employer: Si Recruitment
Contact Detail:
Si Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Be ready to discuss how your skills align with their needs, especially around client service and organisation. Show them you’re not just another candidate!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in making you memorable. It shows your enthusiasm for the role and keeps you on their radar.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you along the way, and applying directly can sometimes give you an edge over other candidates.
We think you need these skills to ace Financial Planning Assistant in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Assistant role. Highlight any relevant experience, especially in administrative or customer service roles, and showcase your organisational skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with what we’re looking for. Keep it concise but engaging – we love a good story!
Showcase Your Communication Skills: Since this role involves client interaction, make sure your written application reflects your excellent communication skills. Use clear and professional language, and don’t forget to proofread for any typos – attention to detail is key!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s super easy and ensures your application goes directly to us. Plus, you’ll get to explore more about our company culture while you’re at it!
How to prepare for a job interview at Si Recruitment
✨Know Your Financial Stuff
Brush up on basic financial planning concepts and terminology. Being able to speak confidently about the industry will show your enthusiasm and understanding of the role.
✨Showcase Your Organisational Skills
Prepare examples that highlight your organisational abilities. Discuss how you've managed schedules or handled multiple tasks in previous roles, as this is crucial for a Financial Planning Assistant.
✨Client Communication is Key
Think of scenarios where you’ve successfully dealt with clients or resolved queries. Be ready to demonstrate your excellent communication skills and commitment to client service during the interview.
✨Be Proactive and Collaborative
Share instances where you’ve worked well in a team or taken the initiative to support colleagues. This will reflect your proactive approach and willingness to contribute positively to the team environment.
