Eden Rose
Financial Planning Assistant
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Job Ref
90743
Location
Edinburgh
Salary
£25,000 - £34,000 Per Annum
Employment Type
Permanent
Location: Edinburgh, Midlothian Type: Permanent Job #90743 Salary: £25,000 - £34,000 Per Annum
We’re working with a growing and highly regarded independent financial planning firm looking to recruit a Financial Planning Assistant to join its friendly and supportive team.
This is an excellent opportunity for someone with experience in financial planning administration who is looking to develop their career within a professional, client-focused environment.
The Role
Working closely with Financial Advisers, Paraplanners and the wider support team, you’ll play a key role in ensuring the smooth delivery of financial planning services and an exceptional client experience.
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Key Responsibilities
- Supporting Financial Advisers with the administration of new and existing business.
- Preparing client review packs, valuations and meeting documentation.
- Processing new business applications across pensions, investments and protection.
- Liaising with clients, providers and third parties to obtain information and progress cases.
- Maintaining accurate client records on the back-office CRM system.
- Chasing providers for outstanding information and monitoring business pipelines.
- Assisting with fund switches, withdrawals, policy servicing and annual reviews.
- Ensuring all work is completed accurately and in line with FCA and internal compliance requirements.
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About You
- Previous experience within an IFA, Wealth Management or Financial Planning firm.
- Experience supporting Financial Advisers or Paraplanners.
- Strong organisational skills with excellent attention to detail.
- Confident communicating with clients and providers.
- Experience using Intelligent Office, Intelliflo or similar back-office systems would be advantageous.
- A proactive approach and a genuine interest in financial planning.
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