logo for Heat Recruitment

Financial Planning Assistant - City, Newcastle Upon Tyne, United Kingdom, NE1

£18-20k

A fantastic opportunity has arisen within a chartered financial planning practice for a Financial Planning Assistant to join a growing firm in Newcastle.

They pride themselves on being able to provide top quality advice for every client in every scenario as well as being experts within the market.

You will be joining a very well established, growing firm in a top-quality modern office. So, if you are a forward thinking, motivated person who wants to work in a reputable firm with strong values then this could be for you.

The Opportunity:

You will also be liaising closely with the Paraplanning team and the firm's financial advisors to provide a full Administration service.

Duties will include processing new business, preparing client packs and maintaining client files.

You will benefit from an experienced Management team and culture built on shared knowledge throughout the business and working together as a team.

The company guarantees each employee a stable environment and the opportunity to develop their business skills. You will be supported to further your knowledge and skillset by taking further industry exams if you want to.

What's needed for me to be considered?

  • Proven experience within Financial Services is a must
  • Knowledge of Pensions and Investments products
  • Any IFA experience is desirable

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Job Synonyms:

Financial Planning Assistant, Sales Support, Admin*, Client Services