Senior Financial Planning Assistant

Senior Financial Planning Assistant focuses on this is a fantastic chance to join a collaborative team where your expertise will directly contribute to exceptional client service and the smooth running of our advice process.

What the role involves

• This is a fantastic chance to join a collaborative team where your expertise will directly contribute to exceptional client service and the smooth running of our advice process.
• Assisting with four‑eye checks to maintain accuracy and compliance.
• Working closely with Paraplanners and the review team to ensure timely production of reports.

Skills and requirements

• Handling client queries and taking incoming calls when required.
• Submitting Letters of Authority and gathering required information.
• Degree‑level education (or equivalent) preferred.
• Minimum of 4 years’ experience in Financial Planning support.

Confirmed role details

• Supporting Financial Planners with Annual Reviews.
• Acting as a subject matter expert in one or more specialist areas (e.g., trusts, DB pension transfers).

Candidate fit

• Excellent customer service skills.
• Highly organised and able to prioritise effectively.
• Confident mentoring and supporting junior team members.

Additional role context

• Drafting client engagement letters alongside Financial Planners.
• Recording and maintaining client information in Intelligent Office (IO).
• Processing platform work, including new business submissions, cash management and fund switches.