Financial Planning Assistant

Join #TeamDA as a Financial Planning Assistant

We have an exciting opportunity for an experienced and detail-focused individual to join our Financial Services team as a Financial Planning Assistant. This role offers the chance to work alongside our Independent Financial Advisers, supporting the delivery of high quality, compliant financial planning services to our clients.

You will play a key role in ensuring our advice process runs smoothly, from preparing documentation and reports through to supporting client relationships and maintaining accurate records. If you are organised, proactive and committed to delivering a professional, client-focused service, we would like to hear from you.

About the Role

As a Financial Planning Assistant, you will play a key role in supporting the day-to-day operation of the Financial Services team, ensuring all compliance work is delivered accurately, efficiently and in line with Fin...