Financial Planning Assistant: Client Support & Admin

Armstrong Watson LLP; Kendal; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading accountancy firm in Kendal is seeking a Financial Planning Assistant to provide administrative support to Financial Planning Consultants. The role involves client interaction, managing records, and ensuring compliance. Ideal candidates will have strong administrative and customer service experience, excellent communication skills, and a desire to pursue professional qualifications. The position offers competitive salary and comprehensive benefits.

Benefits

Salary Sacrifice Pension Scheme

Competitive Annual Leave

Health Shield Cash Plan

Employee Assistance Programme

Ongoing training opportunities

Qualifications

• Experience in Financial Services administration is desirable.
• Extensive administrative and customer service experience is essential.
• Organised and comfortable with managing diaries and scheduling appointments.

Responsibilities

• Provide administrative support to Financial Planning Consultants.
• Respond to client queries efficiently.
• Maintain client records on Xplan.

Skills

Administrative experience

Customer service experience

Excellent communication skills

Organisational skills

Problem-solving skills

Team player

Job description

A leading accountancy firm in Kendal is seeking a Financial Planning Assistant to provide administrative support to Financial Planning Consultants. The role involves client interaction, managing records, and ensuring compliance. Ideal candidates will have strong administrative and customer service experience, excellent communication skills, and a desire to pursue professional qualifications. The position offers competitive salary and comprehensive benefits.