https://jobs.co.uk/job/financial-planning-assistant-hays-business-support--6ab7ecd7-cd79-43d0-a2ce-afcc600c3e77 RSS feed for Financial Planning Assistant at Hays Business Support. en-gb Wed, 01 Jul 2026 20:25:45 GMT https://jobs.co.uk/job/financial-planning-assistant-hays-business-support--6ab7ecd7-cd79-43d0-a2ce-afcc600c3e77 https://jobs.co.uk/job/financial-planning-assistant-hays-business-support--6ab7ecd7-cd79-43d0-a2ce-afcc600c3e77 Wed, 01 Jul 2026 11:53:03 GMT Location: City | Salary: 28000.00-28000.00 Annual | Type: Permanent | We are recruiting an experienced and highly organised Financial Planning Assistant to join a growing Financial Services team. This is an excellent opportunity for an individual with Financial Services Administration experience who is looking to further develop their career within a professional and supportive environment.Working closely with Financial Advisers and the wider support team, you will play a key role in ensuring the smooth and efficient delivery of advice services whilst providing an outstanding experience for clients.Key ResponsibilitiesArranging and confirming client meetingsMaintaining accurate client records and databasesCreating and managing electronic client filesObtaining information from product providersManaging Letters of Authority through to completionLiaising with clients, providers and third partiesProducing provider illustrations and application documentationPreparing client presentation packs and supporting documentsProcessing online and paper-based applicationsMonitoring new business cases through to completionChasing underwriting requirements for protection casesManaging provider correspondence and documentationProducing pre-review meeting documentation... Permanent