FINANCIAL PLANNING ASSISTANT : HOLMES CHAPEL: A GBP 22500 : A GBP 28000 doe
We are working with a fantastic independent company that is a major player in the financial services industry. Established over 20 years ago, the have continued to thrive and grow year on year. Working in a small team, where the average length of service is 16 years, you will be an integral part of the company to assist in their continued success.
FINANCIAL PLANNING ASSISTANT DUTIES
: Assist independent financial advisers in administering financial plans and investment proposals
: Maintain, setup and update internal client files and records
: Process account applications, transfers, and other paperwork.
: Servicing existing business i.e. Policy surrenders, fund switches, policy changes etc.
: Managing administration tasks on back:office system software
: Prepare paperwork for client meetings i.e. Valuations, new business applications, review documentation to clients
: Liaising with product providers and third parties
: Dealing with Letters of Authority
: Adhering to compliance regulations and accurate recording of data
: Liaising with team members to ensure client needs are met effectively and efficiently
: Arranging client meetings
: Emails, incoming and outgoing post and general office duties
: Telephone calls with providers and communicating with clients on the telephone and via email
FINANCIAL PLANNING ASSISTANT REQUIREMENTS
: Must have 2 years previous experience working as a Financial Planning Assistant
: Experience using Intelligent Office is preferred
: Excellent telephone and communication skills are required
: Attention to detail
: Ability to work independently or as a team member
: Training will be provided
PACKAGE AND BENEFITS
: Flexible working hours Monday to Friday. 8 hours a day between 8am:6pm so you choose hours to suit
: Opportunity to work one day from home : after full training
: Company pension
: A GBP 25k:A GBP 28k dependent on experience
: Summer and Xmas company events
: BUPA cash back
: 23 days holiday plus bank holidays
: Christmas shutdown
: Day off on your birthday
: On:site parking
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In respect to the above role(s), Anderson Wright Consulting Ltd operates as an Employment Agency
FINANCIAL PLANNING ASSISTANT : HOLMES CHAPEL : A GBP 25000 : A GBP 28000