Financial Planning Assistant


Financial Planning Assistant

Competitive salary and benefits package.

THREE BRIDGES RECRUITMENT LTD, Tollcross, City of Edinburgh

  • Full time
  • Permanent
  • Hybrid working

Posted 1 week ago, 9 Jul | Get your application in now before you're too late!

Closing date: Closing date not specified

job Ref: 32742

Full Job Description

Three Bridges Recruitment is currently partnering with a leading Financial Services organisation, based in Edinburgh, to recruit a Financial Planning Assistant.

Why Work Here?

This is a fantastic role with benefits on offer of:

  • Competitive salary and benefits package
  • Investors in People accredited firm with focus on training and development
  • Support provided for candidates who wish to pursue Chartered Insurance Institute (CII) qualifications


The role of Financial Planning Assistant will give you the opportunity to be involved with the following:

  • Processing all new business including application submission and progress tracking through to completion
  • Processing client documents in line with Anti-Money Laundering (AML) and Know Your Client (KYC) regulations
  • Preparing meeting packs for both new and existing clients
  • Processing Risk Questionnaires
  • Data input and ongoing maintenance of Client Record Management systems and platforms
  • Handling client fees, invoices, and payments including verifying income receipts
  • Contributing to regular reporting in line with Markets in Financial Instruments Directive (MiFID) regulations
  • Co-ordinating mail merges and drafting general correspondence
  • Sorting, saving, and distributing mail
  • Assisting with ad-hoc enquiries and project work
  • Maintaining industry knowledge to remain compliant with the Financial Conduct Authority


As a Financial Planning Assistant, you will be skilled &/or qualified in the following:

  • Experience working for an Independent Financial Adviser (IFA) firm
  • Good working knowledge of Microsoft Office products
  • Competent knowledge of core financial products such as ISAs, SIPPs, Pensions, GIAs and more
  • Ability to navigate provider platforms for required information or transaction processing
  • A client-first attitude, proactivity, motivation, and organisational skills
  • Ability to work independently or collaboratively within the firm both remotely and in the office
  • Capacity to thrive in a fast-paced environment whilst maintaining accuracy and attention to detail
  • Excellent communication skills – professional, friendly and approachable
  • Diligence and motivation to continually achieve the firm’s objectives
  • Enthusiasm and commitment to your role
  • Experience with platforms such as Intelliflo Office, Standard Life Wrap, and 7IM would be advantageous

At Three Bridges Recruitment, two of our values are “striving for brilliance” and “relatability”. We want every applicant to receive an excellent experience and ensure that this role is right for you.

Should this role be of interest please apply with your most up to date CV or contact us for a confidential discussion.