Financial Planning Assistant

The Company: A regionally sized, relaxed/family-feel IFA firm looking to add a Financial Planning Administrator who is keen on developing into paraplanning and technical work. Based out of their Pontefract office you will take on a broad job remit across both Administrative Adviser Support and managing technical queries from clients. This is a perfect opportunity for someone who holds Intelligent Office system experience, is based locally and is looking for a progressive role with a firm that will support both personal and professional development.Office Location: Pontefract areaWorking Setup: Office basedPackage: £29-30k base DOE + bonus and full company benefitsKey Benefits: Pension, 4xDIS as well as a full flexible benefits packageBonus: Discretionary - Paid annuallyHolidays: 25-days + statsThe Role: A hybrid Admin/Developing Paraplanner support role and remit working across both admin support and new business processing workloads to basic suitability work. Duties include:Provide day-to-day administrative support to advisers, ensuring the smooth running of client servicing and new business processing.Prepare client meeting packs, valuation reports, and other documentation.Maintain accurate client records on the CRM system Intelligent Office, ensuring compliance with FCA requirements.Liaise with providers to obtain policy information, fund values, and quotations.Process new business applications and track progress through to completion.Assist with general office ..... full job details .....