Financial Planning Assistant

The Company: Extremely well-respected, client-centric wealth management firm based in Sheffield looking to add a Financial Planning Assistant to their adviser support team - Ideally this will be an experienced Administrator who is keen on progressing into some suitability report writing work:

• Office Location: Sharrow, South side of Sheffield
• Working Setup: 100% office-based initially, with WFH flex after probation

Package: £25-27k base DOE + annual bonus & full company benefits

• Holidays: 25 days holiday + stats
• Working Hours: Full-time - 37.5hrs p/w

The Role: A slightly hybrid orientated role working across administration support, client relationship management and basic research/suitability report writing on the paraplanning side:

• New/existing business processing
• Preparing client review pack for client meetings
• Obtaining quotations/valuations
• Dealing with product providers and managing relationships accordingly
• Managing client relationships and being the first point of contact for technical queries as required
• Database management
• Assistance with client business development and marketing materials
• Product research
• Paraplanning and suitability report compilation - ISA transfers, lump sum investments etc

The Person: Must come from an IFA/wealth management background and have exposure to supporting IFA’s/financial planners across the breadth of private wealth focused financial advice:

• Required: 2 years + experience in an Admin/Adviser Support role
• Required: Exposure to private wealth investments, pensions and protection casework
• Preferred: Paraplanning and research/report writing exposure

What next? Please send CV applications to Chris at CB3 Associates Ltd and they will be reviewed inside 24 hours. And for further opportunities we are working on within the financial services sector please visit the website: www.cb3associates.co.uk