https://jobs.co.uk/job/financial-planning-assistant-hays-business-support--8979f20f-5469-4e06-b659-d92b0a37749e RSS feed for Financial Planning Assistant at Hays Business Support. en-gb Wed, 01 Jul 2026 21:25:18 GMT https://jobs.co.uk/job/financial-planning-assistant-hays-business-support--8979f20f-5469-4e06-b659-d92b0a37749e https://jobs.co.uk/job/financial-planning-assistant-hays-business-support--8979f20f-5469-4e06-b659-d92b0a37749e Tue, 30 Jun 2026 23:00:00 GMT Location: Sheffield | Salary: £28000 - £33000/annum 28000 - 33000 | 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 Responsibilities Arranging and confirming client meetings Maintaining accurate client records and databases Creating and managing electronic client files Obtaining information from product providers Managing Letters of Authority through to completion Liaising with clients, providers and third parties Producing provider illustrations and application documentation Preparing client presentation packs and supporting documents Processing online and paper-based applications Monitoring new business cases through to completion Chasing underwriting requirements for protection cases Managing provider correspondence and documentation Pr... Permanent