My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision professionals.
You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial advice practice; my client will also consider candidates from a pension, investment, or other transferable admin support backgrounds.
My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none.
This role is based in my client's city centre office and due to the important nature of this vacancy, the role will be permanently office based.
Role Purpose
To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business. Administration of new and existing life, pension, and investment business. PA support to Financial Planner. Understanding of the provision of advice to clients in a compliant manner as detailed in the Company’s Manuals. Responsibilities
Obtaining new business illustrations and processing of all new business, both online and paper-based, as directed by the Technical Planner. The preparation of client portfolio reports and compliance requirements for appointments. Detailed knowledge and understanding of the Company’s record-keeping requirements to ensure files meet compliance requirements. Ensure all dealings with customers are carried out in a professional and courteous manner. Liaising with clients/insurance companies via a variety of methods. Administration of existing business. Appointment making, diary-keeping. Comply with the Company Compliance, TCF, T&C, financial crime, and anti-money laundering procedures at all times. Ensure all supporting documentation is maintained as per the Company’s procedures. Maintain all standards of performance as required by the Company. Maintain and record own CPD. Skills Required
Understanding a range of products provided by the Company, i.e. pensions, investment, life assurance, etc. Computer literate – competence with using various software, including Microsoft packages. Knowledge of back office administration system (desirable). Working towards/maintaining basic technical knowledge and qualification (desirable). Telephone/communication skills. Customer service skills. Qualifications and Experience
Certificate in Financial Planning or working towards (desirable). Experience of working in a similar customer service/sales environment in financial services (desirable). Personal Attributes
Customer-oriented, attentive to detail and takes pride in own work. Ability to maintain a professional manner when under pressure. Works well on their own and as part of a team. Proactive, uses initiative and takes ownership. Confident in contributing ideas to enable continuous improvement. Flexible, adaptable, and organized.
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To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business. Administration of new and existing life, pension, and investment business. PA support to Financial Planner. Understanding of the provision of advice to clients in a compliant manner as detailed in the Company’s Manuals. Responsibilities
Obtaining new business illustrations and processing of all new business, both online and paper-based, as directed by the Technical Planner. The preparation of client portfolio reports and compliance requirements for appointments. Detailed knowledge and understanding of the Company’s record-keeping requirements to ensure files meet compliance requirements. Ensure all dealings with customers are carried out in a professional and courteous manner. Liaising with clients/insurance companies via a variety of methods. Administration of existing business. Appointment making, diary-keeping. Comply with the Company Compliance, TCF, T&C, financial crime, and anti-money laundering procedures at all times. Ensure all supporting documentation is maintained as per the Company’s procedures. Maintain all standards of performance as required by the Company. Maintain and record own CPD. Skills Required
Understanding a range of products provided by the Company, i.e. pensions, investment, life assurance, etc. Computer literate – competence with using various software, including Microsoft packages. Knowledge of back office administration system (desirable). Working towards/maintaining basic technical knowledge and qualification (desirable). Telephone/communication skills. Customer service skills. Qualifications and Experience
Certificate in Financial Planning or working towards (desirable). Experience of working in a similar customer service/sales environment in financial services (desirable). Personal Attributes
Customer-oriented, attentive to detail and takes pride in own work. Ability to maintain a professional manner when under pressure. Works well on their own and as part of a team. Proactive, uses initiative and takes ownership. Confident in contributing ideas to enable continuous improvement. Flexible, adaptable, and organized.
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