We’re looking for a Financial Planner Assistant! At Informed Choice, we’re proud to be an independent financial advisory firm that puts our clients’ interests first.

Right now, we’re looking for a talented Financial Planner Assistant to join our team and help deliver exceptional financial planning services.

In this role, you’ll support our Financial Planners with client queries, general admin daily tasks, attend client meetings, taking notes and in general assisting the Financial Planner to help deliver exceptional service to our clients.

You’ll also be updating our back-office system with information, contacting providers and any other ad hoc tasks that maybe required to support the Financial Planner.

What we’re looking for:

Minimum of two years’ experience as a Paraplanner or Administrator for a busy Financial Planning firm.

Either CII level 4 Diploma qualified or working towards this.

Need to be in a commutable distance to the office in Cranleigh as you will assist with client meetings up to three days a week.

Proficiency in MS Office is required and ideally previous experience working with Intelliflo (IO).

Detail-oriented with excellent communication skills.

What we offer:

Four-day working week in a full-time role.

Hybrid working — However there will be weeks you will need to be in the office up to three days.

Career progression and support in training.

Great benefits including a staff pension scheme, private healthcare, income
protection, death in service and a discretionary bonus scheme.

We believe in a strong work-life balance, and our team benefits from flexible working arrangements that suit modern life.

If you’re passionate about financial planning and want to join a supportive, forward-thinking firm, we’d love to hear from you!

Apply today to become part of the Informed Choice team!

Job Type: Permanent

Pay: £28,000.00-£38,000.00 per year dependant on experience

Informed Choice is an award-winning firm of Chartered Financial Planners based in Cranleigh, Surrey.

We help people find answers to the big financial questions in life, leading a meaningful life as a result.

We’re a team of 20 working together across three interconnected teams; Financial Planners, Paraplanners and Administrators.

Our employees consistently tell us this is a great place to work!

In addition to paying competitive salaries and a comprehensive package of employee benefits, we fully fund and support professional development including membership of the Chartered Insurance Institute and relevant examinations.

We supplement a generous holiday entitlement with extra paid time off over Christmas, and fun events during the year, including our annual boat trip, summer BBQ, and Christmas parties.

If you’re serious about your career in Financial Planning and want to join a top-performing team with a high profile, please do get in touch for a confidential discussion.