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Financial Planning Assistant

? Location: Crosby

? Salary: 30k

? Job Type: Full-time

? Experience: At least 2 years in a financial planning firm

About the Role

We’re looking for a Financial Planning Assistant to join our team and provide essential administrative and technical support to our growing business. This is a fantastic opportunity to work within a chartered, top-100 IFA firm that values professional development and career progression.

Key Responsibilities:

✅ Handling client communications and queries

✅ Assisting with new enquiries and existing client requests

✅ Supporting paraplanners with research, analysis, and new business processing

✅ Managing new business recording and submission

✅ Liaising with product providers and third parties

✅ Preparing paperwork for client meetings and booking appointments

✅ Supporting technical filing, planning research, and administrative tasks

✅ Ensuring compliance with industry regulations and internal policies

What We’re Looking For:

✔️ Minimum R01 qualification (or working towards)

✔️ At least 2 years of experience in a financial planning firm

✔️ Strong organisational skills and attention to detail

✔️ Ability to manage multiple tasks in a fast-paced environment

✔️ Excellent communication skills and a client-focused mindset

What’s in It for You?

? 25 days holiday + bank holidays (plus your birthday off!)

?‍♂️ Cycle to work scheme

?️ 10x death in service cover

? Private Medical Insurance (PMI)

? 5% pension contribution

? Modern new office in a thriving professional environment

? Access to NextGen Planners and CII membership

This is an exciting opportunity to join a forward-thinking firm that truly invests in its people. If you want to take the next step in your financial planning career, we’d love to hear from you!

? Apply now or contact us for more details