We are seeking a capable and proactive individual for the full-time role of Financial Planning Assistant. This role will provide client support to our advisers, including helping coordinate the advice process and ensuring our clients receive a professional and positive experience every step of the way.
Design Financial Advisory is a well-established financial planning business based in Applecross. We’re a close-knit team who enjoy working together and take pride in delivering high-quality advice and building strong, long-term relationships with our clients.
We’re looking for someone who is organised, detail-oriented, and enjoys a varied role. You’ll be supporting across client services, administration, and general office operations, with the chance to be involved in different aspects of the business. You’ll also benefit from working in a great Applecross location with a supportive team and a positive, down-to-earth environment.
Key Responsibilities
- Be first point of contact for client queries and assisting with maintaining client relationships.
- Attend client meetings with Financial Advisers as required, including preparation of materials and file note support
- Providing administrative assistance and support for the advisers and other team members.
- Assisting with all administrative aspects of implementing financial advice, including assisting clients with necessary forms,
and liaising with product providers on clients’ behalf.
- Coordinate appointments and assist with diary management for advisers and the wider team
- Assisting clients with any non-advice related queries.
- Maintaining client data in our CRM and internal software systems.
- Ensuring our client file records are accurate and compliant.
- Provide feedback regarding internal business processes and assist with business improvement initiatives.
- Provide backup reception support as part of the broader role, including greeting clients and handling phone enquiries
The successful candidate will ideally have the following experience and attributes:
- Have completed or be working towards a relevant qualification in Financial Planning/Financial Services. A desire to study, learn and develop further skills.
- Excellent communication skills, both written and verbal, with the ability to communicate with a variety of client types with confidence.
- Will display a willingness to learn, provide solutions and show initiative.
- Must have excellent time management and organisational skills with a high attention to detail.
- Strong computer skills with advanced knowledge in Microsoft Office programs (Word, Excel, Outlook).
- Experience working in a similar role in the Financial Planning industry would be desirable.
Salary will be based on your experience and qualifications.