This is an opportunity to join an established, independent Chartered Financial Planning firm with a refreshingly personal approach to financial advice. The business is built around long-term client relationships, understanding individual needs and helping people achieve their life goals – not simply selling financial products.
The team takes real pride in knowing their clients personally and building lasting relationships based on trust. With a highly qualified team, a strong reputation for professional standards and a genuine commitment to doing the right thing for clients, this is a lovely environment for someone who shares those values and wants to be part of a business that prioritises quality over sales.
the firm also offers excellent opportunities to develop your financial planning knowledge and professional qualifications.
Key responsibilities include:
- Providing senior administrative and technical support to Financial Planners.
- Preparing client review letters and financial planning documentation.
- Acting as a key point of contact for clients and supporting new client onboarding.
- Processing client instructions, including withdrawals, deposits and investment trades.
- Preparing new business applications and liaising with providers.
- Maintaining accurate client records and CRM workflows.
About You
- Previous experience within financial planning or wealth management.
- Excellent communication and client service skills.
- Strong organisation and attention to detail.
- Confident IT skills, including Microsoft Office.
- A proactive, personable approach and a genuine commitment to putting clients first.
Salary & Benefits
- Salary up to £43,000, with flexibility for an exceptional candidate.
- Discretionary bonus.
- Exam fees and study materials covered, with salary increases available upon passing exams.
- Pension scheme and free on-site parking.
- Private medical insurance and life insurance.
- Hybrid working
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