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Financial Planning Assistant, Southampton (VA-1972)

£24000 - £32000 plus benefits

CleverHR are delighted to be supporting this small independent financial planning firm based in Southampton.  The office is set in a beautiful location, with private offsite parking available to employees.

The financial planning assistant will be working with one of the firms highly successful financial planners, providing day-to-day operational support, including handling incoming calls and emails, submitting, and processing new business applications, updating back-office systems and liaising with clients.

Day to day responsibilities:

  • Processing new business applications using various provider platforms.
  • Maintaining and updating back-office system, with client details and new plans.
  • Collating information on client policies, producing and sending out letters of authority.
  • Dealing with client enquiries, updating on the status of applications, transfers, withdrawals and changes to details.
  • Using digital systems to verify client identification.


  • At least one years’ experience working in an IFA or Wealth Management firm.
  • Exceptional communication skills, both written and verbal.
  • Proven ability to manage a busy diary and work effectively and independently without micromanagement.
  • Proficient using Microsoft Office and other back-office systems.

Employee Benefits

  • Life Assurance
  • Income Protection
  • Private Medical Insurance (Optional)
  • Free parking
  • Access to a MoneyCoach
Employment type: 
Employed (Full Time)
Reference Number: