Financial Planning Assistant

Are you looking for an exciting opportunity to kickstart or advance your career in financial services? Pocock Sanders, a client-focused independent financial planning practice with over 30 years of dedicated service, is seeking a Financial Planning Assistant to join our supportive and highly effective team.

In this vital role, you'll work closely with our Financial Advisers, helping them deliver an exceptional experience to our clients. You'll be instrumental in:

• Preparing for client meetings: Ensuring all necessary documentation and information is ready.
• Conducting essential research: Gathering data to support financial planning strategies.
• Obtaining client information: Efficiently collecting and organising critical details.
• Processing new business applications and servicing task: Handling administrative tasks accurately and promptly.

While not essential, experience with back-office systems like XPlan, Cashcalc, FE Analytics, Defaqto and familiarity with various provider platforms would be a significant advantage.

We're looking for someone who is:

• Highly organised: Capable of managing multiple tasks and priorities efficiently.
• Adaptable: Ready to embrace new challenges and evolving responsibilities.
• An excellent communicator: Able to interact clearly and professionally with colleagues and clients.

In return for your hard work and dedication, Pocock Sanders offers a fantastic benefits package, including:

• An excellent basic salary
• Pension scheme
• 25 days annual leave, plus bank holidays
• Holiday purchase scheme
• Hybrid working model
• Life cover

If you're eager to progress your career within a supportive environment, we encourage you to apply!

Job Types: Full-time, Permanent

Benefits:

• Additional leave
• Company pension
• Health & wellbeing programme
• Life insurance
• On-site parking
• Referral programme
• Work from home

Schedule:

• Monday to Friday

Education:

• GCSE or equivalent (required)

Experience:

• IFA Support: 1 year (preferred)

Work Location: Hybrid remote in Berkhamsted HP4 2JF