Financial planning assistant

Financial Planning Assistant Poole, Dorset Up to GBP31,000 + benefits Permanent - Fully Office Based About the Role: As a Financial Planning Assistant, you will play a vital role in facilitating communication between Financial Planners, internal departments, and relevant providers. Working closely with the team, your responsibilities will include processing a variety of investment applications and executing client trade instructions efficiently. Additionally, you will be responsible for creating and maintaining client files, ensuring the accurate recording and management of client data on Intelligent Office. About the company: Our client is recognised as one of the leaders in their field, they are known internationally for their work and the impact this work has across the 100 countries they operate in. They are known for quality, performance, and exceptional results. Our client is a leading, purely fee based, Independent Financial Adviser (IFA) that provides a full range of financial planning services, from financial health checks to advice about investments, pensions, tax planning and employee benefits. Because they are independent, their advice is unbiased and tailored to clients. As a result, clients only pay for the advice, as they require it. This unbiased approach to financial planning, based solely on a client #39;s circumstances and lifestyle objectives, sets this client apart from other financial planning firms. Key Responsibilities: Process various investment applications and place client trade instructions Process new business and servicing existing clients Liaise with Financial Planners, internal departments, providers where necessary accurately record and maintain client data on Intelligent Office Additional administrative activity such as daily post, emails, and project work Creating electronic files for new clients on Intelligent Office and keeping client records up to date. Initially working 5 days per week in the Poole office, once established more of a hybrid office/home based approach Skills, Knowledge and Experience Excellent communication skills both verbal and written. General IT skills. Able to prioritise workload. Able to work to deadlines. Able to work within defined business processes. Adaptable to changing demands and priorities. Work well individually and as part of a team. Seeks opportunities to develop own skills. Demonstrates commitment to own development. Join with our client as a Financial Planning Assistant and become an integral part of their Business Support Team in one of the top IFA firms in the UK. Apply now to embark on an exciting career with us