Financial Planning Assistant - Carlisle, United Kingdom - CB3 Associates Ltd

CB3 Associates Ltd

Verified Company

Carlisle, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

The Company:

Regional IFA business with multiple sites and a presence across the breadth of Northern England looking to add a Financial Planning Assistant to their Carlisle office.

A truly independent, private wealth focused financial advicefirm:
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Office Location: Carlisle

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Hybrid/Home Working: Yes - 3-days office, 2 days WFH

Package:
£25-28k base DOE + bonus and full company benefits
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Benefits:21 days holiday plus stats, pension, 4xDIS on top of a full flexible benefits package
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Bonus: Discretionary

Paid annually

The Role:
A hybrid role taking on across technical admin support and basic research/suitability report writing.

Your time will be split across business processing and administrative support to 2 financial advisers, and basic paraplanningto support advisers wit advice compilation:

Duties include:

Providing relevant documentation ahead of client meetings
Obtaining relevant research relating to proposed advice
Compiling suitability letters based on the advice being given
Processing new business
Responding to client queries
Maintaining client records on XPlan
Liaising with Life offices and providers
Ensuring the administrative requirements are completed for the Client Review Process
Contribute to new business development and proactively maintain a high level of client service

The Person:

An IFA/wealth management/investments management background is a necessity, coupled with exposure to supporting IFA's/financial advisers in a private wealth advice environment.

Required: Paraplanning/suitability report compilation experience
Required: Adviser administration experience
Partqualified Diploma (minimum)