Experienced Financial Planning Assistant
Salary: £26,000 – £32,000
Location: Berkhampsted, Hertfordshire
Experienced Financial Planning Assistant needed for this friendly and growing company. This role sits between administration and paraplanning and you would be undertaking a hybrid of both roles.
Experienced Financial Planning Assistant Duties include:
- Meeting preparation
- Administration once a sale has been completed
- Submission of applications to providers
- Supporting colleagues with admin duties as and when required
- Maintaining and preparing client files
Experienced Financial Planning Assistant Disciplines and Experience Required:
- 2 years’ experience working in a Financial Planning Advisers environment
- GCSEs in both Maths and English
- Confident in processing new business applications and managing cases
- Experience dealing with platform providers
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