About Company
Eager to kickstart your career in financial planning? Career.supersecrets partners with leading firms across Liverpool, connecting ambitious individuals like you with incredible opportunities. We understand that starting out requires mentorship and a supportive environment. Our mission is to bridge the gap between emerging talent and established financial practices, ensuring a perfect match where you can thrive, learn from seasoned professionals, and lay a strong foundation for a rewarding future in wealth management. Join us in shaping your professional journey.
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Job Description
Are you an enthusiastic and detail-oriented individual looking to launch a dynamic career in financial services? Career.supersecrets is thrilled to be recruiting on behalf of a distinguished financial planning practice based in the heart of Liverpool. This entry-level position offers an unparalleled opportunity to immerse yourself in the world of financial advice, supporting experienced Financial Planners and contributing directly to client success.
As a Financial Planner Assistant, you will be an integral part of a collaborative team, gaining hands-on experience across various aspects of financial planning, including investment management, retirement planning, and wealth protection. This role is designed for someone who is eager to learn, possesses excellent organisational skills, and is committed to providing outstanding administrative and client support. You won’t just be processing paperwork; you’ll be contributing to the strategic advice that helps individuals and families achieve their financial aspirations. Your daily tasks will involve preparing client review packs, conducting basic research, assisting with client communications, and ensuring all documentation is meticulously organised and compliant. This exposure will build a foundational understanding of the regulatory landscape and best practices in financial planning.
We believe in nurturing talent and providing a clear pathway for professional development. From day one, you’ll receive comprehensive training, mentorship, and exposure to real-world client scenarios. Our supportive environment fosters continuous learning, encouraging you to pursue relevant qualifications and grow into more senior advisory roles within the firm. This is more than just a job; it’s a launchpad for a rewarding career where your contributions are valued, and your growth is prioritised. You will be instrumental in ensuring the smooth operation of client relationships, directly impacting the ability of our planners to deliver exceptional service. If you’re passionate about finance, dedicated to precision, and ready to embark on a journey towards becoming a financial expert, we encourage you to apply. You’ll work within a vibrant and supportive office culture, right here in the bustling city centre of Liverpool, where professional excellence meets a friendly team environment. Make your mark and grow with us, contributing to a practice renowned for its integrity and client-centric approach.
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Key Responsibilities
- Prepare client review packs and meeting documentation.
- Assist with client onboarding processes, including data entry and paperwork completion.
- Conduct basic research on financial products, regulations, and market trends.
- Maintain accurate and up-to-date client records and database information.
- Communicate professionally with clients via phone, email, and in-person under supervision.
- Support Financial Planners with administrative tasks and diary management.
- Ensure compliance with all regulatory requirements and internal procedures.
- Process new business applications and track their progress.
- Coordinate internal meetings and prepare relevant materials.
Required Skills
- Strong organisational and time management abilities.
- Excellent verbal and written communication skills.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- High level of attention to detail and accuracy.
- Proactive and eager to learn within a fast-paced environment.
- Ability to work effectively both independently and as part of a team.
- A genuine interest in financial planning and client services.
Preferred Qualifications
- A-Levels or equivalent qualifications, preferably with a focus on business or finance.
- Previous administrative experience in any professional setting (internships welcome).
- Basic understanding of financial concepts or products.
Perks & Benefits
- Comprehensive training and development program.
- Mentorship from experienced Financial Planners.
- Opportunities for professional qualification sponsorship (e.g., CISI, CII).
- Clear career progression pathways within the financial services industry.
- Competitive pension scheme.
- Generous holiday allowance.
- Vibrant and supportive office environment in central Liverpool.
- Regular social events and team building activities.
How to Apply
Ready to launch your career in financial planning? We encourage all motivated candidates to apply. Please click on the link below to submit your application directly. We look forward to reviewing your profile!
