Financial Planning Assistant

  • Location:

    Chorley, Lancashire

  • Sector:

    Financial Services

  • Job type:


  • Salary:


  • Contact:

    Antonia Mihaylova

  • Contact email:

  • Job ref:


  • Published:

    7 months ago

  • Expiry date:


  • Start date:


Financial Planning Assistant
£20,000 - £24,000

Lancashire based Chartered IFA Practice require a Financial Services Administrator to join their successful team due to organic growth. This is a fantastic opportunity to join a business of a high calibre, offering excellent career development prospects as well as the opportunity to join a friendly team.

The appointee will work hand in had with the Technical Paraplanning team to support them with all administration tasks - including new busines processing, obtaining quotes and illustrations, producing client valuations, liason with clients, providers & other third parties, assisting with report writing and product research.

For your application to be considered, you must have experience of working within the Regulated Financial Advice market. Ideally be you will be working towards your Diploma in Regulated Financial Planning, but practical experience will be taken into consideration if you do not meet the qualifications criteria.

If you are interested in applying for this position or similar roles, or indeed just require a confidential conversation about your next career move, please contact Antonia Mihaylova at Search Financial Services directly in Liverpool on 229 5525 or send your application to

If this role isn't for you, Search Financial Services offer voucher incentive for recommendations/referrals … Ask for details!!!

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.