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Financial Services

Burgess Hill


Type of Position: Financial Planning Assistant
Pay: £26k

Financial Planning Assistant

Our client is looking for a Financial Planning Assistant to aide a team of Financial Advisers. This is a great opportunity for someone to work closely alongside a Financial Adviser, helping them provide a seamless service to new and existing clients. 


Key responsibilities:

  • Manage incoming calls and emails for the Adviser
  • Make appointments for new and existing clients, annual reviews and other meetings as required.
  • Prepare recommendations/reports that account for clients’ circumstances and needs.
  • Implement actions, such as changing existing investment holdings, as directed.
  • Providing client support required via phone, email or post.
  • Attend external events with the Adviser where required
  • Maintaining and organising the Advisers diary
  • Set up client files and filing.
  • Produce client specific illustrations.
  • Update client holdings, valuations, obtain share values, use analytics.
  • Analyse and interpret financial and other data and produce relevant reports.
  • Maintain detailed and accurate records.
  • Interpret instructions and issues arising and then implement actions according to administrative policies and procedures.
  • Adhere to stated policies and procedures relating to quality management.
  • Greet clients who visit the office.
  • Any other tasks as required as part of a varied role reporting to the Managing Director.

Ideal Candidate:

  • Someone who is passionate about Financial Advice.
  • A person who is dynamic, positive, outgoing, professional and confidential in undertaking all aspects of their role. 
  • Candidates must be articulate, numerate, well presented and used to dealing with people at all levels.
  • Someone that is comfortable dealing with a wide variety of tasks, often relating to different businesses to tight deadlines.
  • A team player, who is comfortable working closely with the Adviser, but is equally comfortable working on their own.

If you are interested in this position, please email your CV to 

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