Financial Planning Assistant

Financial Planning Assistant, Permanent, Sandbach, £30,000 - £32,000

We have a fantastic opportunity for an experienced Financial Planning Assistant to join one of our incredibly successful clients in Sandbach. Based in their friendly offices, you will be joining an experienced and dedicated team to provide exceptional administrative support. Daily duties will include

• Responding to calls and emails from clients and third parties,
• Preparing documents and information for client meetings,
• Administering financial plans and investments,
• Maintaining client files and documents of Intelligent Office system,
• Processing applications and transfers and letters of authority,
• Ensuring compliance and adherence to regulatory legislation

Our client requires a candidate with a minimum of 2 years administration experience and must be from a financial advisory firm due to needing prior knowledge of this industry. The successful candidate will be professional, with a confident manner, excellent attention to detail and the ability to multitask a busy workload. Our client offers 31 days annual leave, a company pensions and free onsite parking.

If you are interested in this role or would like to know more about the position, please call Nicola or Amy on (phone number removed) or forward your CV.

Please note that due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted.

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