My client is an award-winning advice firm with offices in Norfolk and Suffolk, established for over 35 years. Their Bury St. Edmunds based team is looking for a Financial Planning administration experienced candidate to join their successful administration professionals. The successful candidate will benefit from a market-leading salary and benefits package and the opportunity to progress in their career with support both personally and financially, including coverage of all professional exam costs and study support.
Role Purpose
To provide administrative support to Financial Planners and Directors, ensuring they have timely and accurate information for client meetings. To ensure that client records are up to date and that internal systems and processes are followed. To support and develop junior team members to enable them to be as efficient and effective as possible.
Key Responsibilities
1. Generate and compile documents to create accurate client review packs and check packs where appropriate.
2. Provide accurate and timely information by liaising with providers and third parties as necessary.
3. Ensure a clear audit trail is maintained for all client records and that documents are saved and named correctly.
4. Keep Financial Planners and team members up to date with progress and escalate any concerns or complaints. Hold weekly review meetings with Financial Planners to discuss priorities and any issues arising.
5. Prepare for, and attend, client meetings to support Financial Planner by presenting part of the meeting as appropriate, e.g., cash flow, as and when required, with line manager approval (2-3 times a year).
6. Conduct pre and post reviews, delegating to team support as appropriate for certain tasks.
7. Ensure meeting notes are issued promptly (within 2 weeks) and actions are completed.
8. Support and develop junior team members to enable them to undertake tasks that will benefit the team and ultimately the client.
9. Complete due diligence for all new business, following the new business checklist.
10. Generate platform calculators to outline the costs and highlight any queries with your line manager.
11. Generate template suitability letters from IO, completing the factual client and plan elements and completing the free type sections where possible.
12. Liaise with the Lead Support or Senior Financial Planner Support if assistance is required.
13. In conjunction with the Financial Planner, ensure the cash weightings are checked each week and actioned.
14. Ensure my client's CRM software (IO) is up to date and opportunities are added and maintained regularly and correctly, in consultation with the Financial Planner.
15. Process all client instructions using the respective advice flow, checklists, and IO event lists and tasks.
16. Maintain and update your talent development record, ensuring objectives are up to date and the impact of any training is recorded.
17. Get involved in projects and specific tasks to support your development.
Essential Skills
1. Attention to detail/accuracy.
2. Computer literate and data management.
3. Analytical.
4. Good organisational and prioritisation skills.
5. Time management.
6. Team working.
7. Ability to build and maintain relationships.
8. Communication - written and verbal.
9. Ability to identify and raise any issues or errors.
10. Ability to follow rules and procedures.
Experience
1. Providing accurate and timely financial services administrative support (essential).
2. Good IT skills (essential).
3. Development of others (desirable).
4. Writing suitability letters (desirable).
5. Management of client complaints (desirable).
Knowledge
1. Mandatory compliance training (essential).
2. Knowledge of pensions and investments (essential).
3. Knowledge of products and services (desirable).
4. Platform functionality (desirable).
5. Use of Intelligent Office (desirable).
Personal Attributes
1. Behaving in a professional manner.
2. Trust and integrity.
3. Curiosity and willingness to learn and improve (essential).
4. Willing to help and support the wider team.
5. Willing to listen to constructive feedback and have open and honest conversations.
6. Commercial awareness.
7. Genuine interest in people.
Development
1. All professional exams paid for.
2. Personal study plans for CII professional qualifications.
3. Paid study leave.
4. Study books and resources paid for.
Benefits
1. 29 days holiday + office closed between Christmas and New Year + Birthday off.
2. 5% pension contribution.
3. Flexible working.
4. Hybrid working (after 1 year).
5. Profit Share.
6. Social events.
7. Free parking.
8. Free drinks/fruit.
9. Cycle to work.
10. Length of service recognition.
11. Discounted legal services.
12. Life cover and income protection.
13. Healthcare cash plan.
14. Private health care scheme.
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