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Our client is looking for a Financial Planning support required for a prestigious fee-based firm, offering an outstanding service to UHNW Clients.

Job Description:

* Input clients details into the company database

* Handling new business admin

* Liaise with clients for new business information, Terms of Business, tax returns etc.

* Prepare documentation for clients financial planning review meetings

* File checking for completeness

* Liaise with product providers (e.g., for valuations, trusts, product terms)

* Help advisers with meeting prep, new client packs, agendas etc.

* Supporting the Investment Proposition as necessary

* Involvement in wider company projects as appropriate

* Attend client meetings with advisors and schedule post meeting actions

* Technical research

* Do fee estimates

* Draft simple suitability letters

Person Specification:

* Comply with FCA conduct rules at all times

* Financial Services/IFA Support experience preferred.

* Willing to pursue career within the IFA sector and gain qualifications up to Chartered level.

* Well spoken, organised and efficient.

* Comfortable dealing with UHNW clients

* Smart appearance/professional speaking voice.

* Ideally educated to degree level.

Additional Information:

* Based in Farnham

* £25,000 - £35,000

* Monday to Friday, 9-5.30

* Full study support

* 25 days annual holiday entitlement

* Pension Scheme

* Quarterly Bonus Scheme

* Death in Service

* Income Protection

* Cycle to Work Scheme

Benefits: Pension, Study Support