Remote Financial Planning Assistant — Client Support & Admin

Armstrong Watson LLP; Carlisle; On-site; GBP 22,000 - GBP 28,000; Full time

Job summary

A trusted accountancy and advisory firm in Carlisle seeks a Financial Planning Assistant to provide administrative support to Financial Planning Consultants. The role includes managing client communications, responding to queries, and ensuring compliance requirements are met. Candidates should have excellent communication skills, strong administrative experience, and the ambition to pursue professional qualifications. Enjoy competitive benefits, smart working policies, and opportunities for career development.

Benefits

Salary Sacrifice Pension Scheme

Competitive Annual Leave

Health Shield Cash Plan

Employee Assistance Programme

Paid professional membership fees

Qualifications

• Experience of working in an administrative capacity for an organisation in Financial Services.
• Ambition to study towards professional qualifications.
• A Full UK Driving Licence.

Responsibilities

• Provide first line administrative support to Financial Planning Consultants.
• Respond to client queries.
• Liaise with Life offices and providers.

Skills

Organised and comfortable with managing diaries

Excellent communication skills

Customer service experience

Job description

A trusted accountancy and advisory firm in Carlisle seeks a Financial Planning Assistant to provide administrative support to Financial Planning Consultants. The role includes managing client communications, responding to queries, and ensuring compliance requirements are met. Candidates should have excellent communication skills, strong administrative experience, and the ambition to pursue professional qualifications. Enjoy competitive benefits, smart working policies, and opportunities for career development.