This is a fantastic opportunity to join one of the county’s most stellar firms, synonymous with wealth management and a high standard of professionalism and expertise, in their field.
At present, my client is looking to add a Financial Planning Assistant to complement their team of professionals. You will need to currently work in holistic financial planning, and the ideal candidate will have spent a minimum of four years in the industry. Previous use of Intelligent Office would be beneficial.
This is a full-time vacancy, and my client would preferably like someone who is happy to be office-based; flexible working hours are available.
As a Financial Planning Assistant, you will provide exceptional support to the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times.
My client’s approach, together with a loyal client base and a talented team, makes joining them as a Financial Planning Assistant a great opportunity for someone who shares their ethos and values.
Role Overview:
1. Office Administration: You will receive incoming telephone calls and mail, handle them appropriately, maintain office systems, including data management and electronic filing, and make client appointments when required.
2. Account Processing/Report Writing: You will carry out the production of review meeting documentation, processing of client applications, FE analysis, and Selectapension where required, record keeping on IO, and research where necessary.
3. Client Service: You will possess exceptional client service skills, be organised, and carry out timely processing of administrative duties, preparation and updating of portfolios, respond to any client enquiries on administrative questions, and know when to refer on.
4. Business Development: You will support events, office mailings, and newsletters when asked, make outbound calls to assist with mailings, support Financial Planners with key referrals, make proactive suggestions for improvement, and attend client appreciation events.
5. Self-Development: You will complete any training requests, stay informed of system enhancements, keep abreast of compliance and regulatory requirements, train/mentor other FPAs, maintain your own CPD, and enhance your industry knowledge.
You will need:
* Excellent administrative, analysis, and communication skills with a high standard of written English.
* Good computer skills including Excel and Word.
* The ability to work as part of a team as well as individually.
* A high level of diligence, conscientiousness, reliability, and customer service skills.
* A willingness to learn new responsibilities and keep informed of compliance and regulatory changes.
* The ability to work well under pressure, maintain accuracy, and prioritise workloads to meet deadlines.
* Confidence and ability to liaise professionally with corporate and high calibre clients.
* Ongoing self-development to maintain an appropriate level of CPD for the role.
An industry competitive salary of up to £30,000.00, with the opportunity to enhance your earnings via a profit-related bonus, payable biannually. Working hours are flexible – e.g. 8.30-16:30 with one hour for lunch, or 9.00-17.00 with one hour for lunch, 35 hours per week.
Benefits include:
* Private Medical Insurance
* Electric car scheme
* Pension (5% employer contribution)
* Several team social events throughout the year
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