Login to Apply

Financial Planning Assistant

? Location: Liverpool

? Full-Time | Permanent

? Join a Top 100 Chartered IFA Firm

Are you an experienced Financial Planning Assistant looking for your next challenge in a dynamic, modern, and highly respected financial planning firm? We’re looking for a detail-oriented, proactive individual to support our team with a blend of technical and administrative responsibilities.

? About the Role

As a Financial Planning Assistant, you will play a crucial role in ensuring the seamless delivery of services to our clients. You'll provide key support to both paraplanners and advisers, handling new business processes, managing client communications, and helping to maintain the overall efficiency of the firm.

? Key Responsibilities

Manage communications with new and existing clients, responding to queries efficiently

Support new business submissions and track them through to completion

Assist paraplanners with research and analysis

Prepare client paperwork, book appointments, and welcome clients in person

Liaise with providers and third parties to gather necessary information

Maintain accurate client records and technical files within our systems

Promote our brand within the profession and local communities

Stay up to date with industry regulations and legislative changes

Contribute to the overall effectiveness of the administrative function

? What You’ll Need

Minimum 3 years’ experience in a financial planning firm

Minimum R01 qualification

Strong communication skills and attention to detail

Confident using financial planning software and MS Office

A proactive, team-oriented approach and a strong sense of integrity

? Why Join Us?

25 days holiday + bank holidays

Your birthday off!

Cycle to Work Scheme

10x Death in Service cover

Private Medical Insurance

5% Pension Contribution

Access to NextGen Planners & CII Membership

Work in a modern, well-equipped office

Be part of a Chartered, Top 100 IFA firm

Ready to Make a Difference in a Growing, Professional Firm?

Apply now and become part of a supportive, forward-thinking team committed to excellence in financial planning