Financial Planning Assistant

Recruiter
Nigel Wright
Location
Newcastle Upon Tyne, UK
Salary
Competitive
Posted
21 Oct 2019
Closes
23 Oct 2019
Ref
1276887975
Contract Type
Permanent
Hours
Full-time
Level of qualification
Not qualified, Part qualified
The Firm Our client is a leading and growing firm of Business Advisors with multiple offices across the North of England and Scotland. The Role Supporting the Financial Planning Consultant in the provision of financial advice to the clients of AWFP Ltd. Key Responsibilities; Job Management Providing relevant documentation ahead of FPC client meetings; Obtaining relevant research relating to proposed advice; Compiling suitability letters based on the advice being given; Processing new business; Accurate completion of compliance requirements; Responding to client queries; Maintaining client records on XPlan; Liaising with Life offices and providers; Ensuring the administrative requirements are completed for the Client Review Process; Contribute to new business development; Proactively maintain a high level of client service; The Person Qualification required - Certificate in Financial Services