Technical Assistant to Senior Financial Planner

Technical Assistant to Senior Financial Planner

We are looking for a Technical Assistant to provide technical assistance to a Senior Planner. This individual will coordinate work within the planner’s support team, ensure reports are prepared and issued in a timely manner, and ensure new business is effectively managed to completion.

The ideal candidate will work in the South West area.

Key Accountabilities Include

  • Managing work coordination and interfacing on senior planner’s behalf with clients, colleagues and other third parties as required
  • Coordinating with stakeholders so that any required actions from emails and meetings are dealt with efficiently and effectively
  • Ensure senior planner’s pipeline is documented and up to date to enable accurate forecasting
  • Travelling to client meetings to support with technical queries, take meeting notes, action points and cash flow modelling preparation and presentation
  • Provide guidance to Executive Assistant in relation to timescales and required meetings
  • Prepare and maintain client files and client reviews
  • Build cash flow models
  • Prepare recommendations and suitability reports
  • Oversee implementation of recommendations, completion of application forms and ensure all compliance is in order
  • Prepare for client reviews, dealing effectively with queries from clients and other parties

Person Specification


  • Excellent understanding of the financial planning process.
  • Good technical knowledge in a wide range of product areas – pensions, investments, IHT planning, tax planning, protection.
  • Excellent suitability report writing skills.
  • Keep up to date with new product, technical and legislative changes within the marketplace.


  • Minimum 5 years’ experience working within a financial planning company.
  • Experience using client cash-flow modelling software preferable.


  • Has achieved Diploma in Financial Planning or equivalent.
  • Consent to, and have clear results for, police check, bankruptcy search and any other background screening that is required for this position.

Skills / Personal Attributes

  • Proficient IT skills. Basic word processing, spreadsheet and database knowledge.
  • Excellent planning and effective organisational skills.
  • Computer literacy.
  • Honesty and integrity.
  • Methodological approach to work.

Salary of £35,000-£40,000

Job Title

Technical Assistant to Senior Financial Planner




South West

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