Financial Planning Assistant

The opportunity

As a Financial Planning Assistant with Shadforth Financial Group, you’ll be responsible for preparing information, meeting packs, updating records and facilitating the implementation of financial advice that our advisors recommend to our clients. This role also looks after managing, scheduling and confirming client meetings, preparing and reviewing documents and providing support to clients while answering day to day queries.

As you grow into the role, we’d love you to share any thoughts and ideas around creating efficiencies within the team as you build and maintain a solid understanding of products and process across Shadforth and Insignia Financial, including the use of Xplan. It’s a great entry level administration role into the dynamic world of Financial...