Financial Planning Assistant

The Financial Planning Assistant position centres 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. It would suit someone who can bring if you are organised, proactive and committed to delivering a professional, client-focused service, we would like to hear from you to the role.

Why this role may suit you

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.

What you would be doing

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.

The working style that fits

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

Practical information

• Additional detail: Flexible working options may be available.

Job details

• Benefits mentioned: Pension, Holiday allowance, Flexible working