Financial Planning Assistant (Hybrid)

Join a thriving financial services firm committed to delivering exceptional client solutions. We’re seeking a motivated Financial Planning Assistant to play a key role in supporting a team of advisers. This opportunity is ideal for candidates with experience in financial services, particularly in technical support, research, and preparing client-focused reports, who are eager to advance their career. Key Responsibilities: Conduct in-depth research to prepare tailored Financial Planning Reports. Provide advisers with expert insights on investment strategies and asset allocation. Prepare comprehensive client reviews, including Tax Planning, Pension Projections, and Risk Assessments. Manage client communications, ensuring prompt and accurate responses. Assist with the development of financial plans while upholding compliance and quality standards. What We’re Looking For: Experience in Financial Services, with a focus on technical support or paraplanning. Working towards a Level 4 Diploma in Financial Planning or equivalent qualification. Excellent analytical and communication skills. A detail-oriented, proactive approach and a passion for delivering high-quality work. What’s in it for You? Generous Leave : 28 days of annual leave, plus bank holidays. Work-Life Balance : Hybrid working and tailored hours to suit your needs. Additional Perks : Free car parking, workplace pension, and death in service benefit. Be part of a customer-focused, growth-oriented firm that values professional development and fosters a supportive, flexible working environment.

Location: Preston, GB

Posted Date: 1/18/2025