Job Detail

Financial Planning Assistant

Others Full–time
ID: #6719
Posted: 2026-03-10
Salary

Description

About the Firm We are a growing wealth management firm providing professional, client-focused financial advice. Our team values accuracy, compliance, and excellent client service, and we are committed to supporting the development and career progression of our staff. Role Overview We are seeking an IFA Administrator to join our team. This role is ideal for someone with financial services experience who wants to support advisers and paraplanners while developing their career in wealth management. You will be responsible for ensuring smooth administration across client accounts and supporting the advice process. Key Responsibilities • Prepare client documentation, including letters of authority, fact-finds, and review packs • Assist with client onboarding and ongoing account maintenance • Support advisers and paraplanners with suitability reports and recommendations • Liaise with providers to manage pensions, investments, and insurance products • Maintain accurate client records and ensure compliance with regulatory standards • Handle ad-hoc administrative tasks to support the team Experience and Qualifications • Previous experience in financial services or wealth management administration • Knowledge of investment, pension, and insurance products is desirable • Strong organisational, attention-to-detail, and communication skills • Confident using financial planning software (e.g., Xplan, Intelligent Office) and Microsoft Office

Hard Skills 0

No hard skills extracted

Soft Skills 0

No soft skills extracted

Apply Options
Publisher Direct Link
LinkedIn No Apply
Talents By StudySmarter No Apply
Learn4Good No Apply
LinkedIn No Apply
API Logs for this Job
Query Country Status Response ms Created
Financial Planning Assistant fallback 504 2026-03-21 20:14
junior business analyst in Manchester gb processed 11824 2026-03-21 16:15
Raw JSON
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