Financial Planning Assistant

Financial Planning Assistant focuses on play a key role in ensuring our advice process runs smoothly, from preparing documentation and reports through to supporting client relationships and maintaining accurate records.

What the role involves

• Play a key role in ensuring our advice process runs smoothly, from preparing documentation and reports through to supporting client relationships and maintaining accurate records.

Candidate fit

• If you are organised, proactive and committed to delivering a professional, client-focused service, we would like to hear from you.

Additional role context

• Join #TeamDA as a Financial Planning Assistant.
• This role offers the chance to work alongside our Independent Financial Advisers, supporting the delivery of high quality, compliant financial planning services to our clients.
• Maintain accurate records on Xplan, helping to deliver a seamless and trusted service to our clients.