Senior Financial Planning Assistant

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My client is one of the county’s leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none.

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As a reputable Financial Planning firm, they are looking to compliment to their existing team of administrative professionals with the addition of a senior, experienced professional, due to the retirement of a long standing staff member.

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Key Requirements

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Personable, client focused, good at relationship building.

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Ability to prioritise your own workload.

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Good organisational skills with a strong eye for detail (essential).

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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.

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The administration of new and existing life, pension and investment business.

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PA support to your assigned Financial Planner.

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Understanding of the provision of advice to clients in a compliant manner as detailed in the Company’s Manuals.

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Assist Financial Services Manager with tasks/projects as required

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Supervising, training and monitoring administration team members as and when required.

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Thinking outside the box, good problem solving skills

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Role Main Duties

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Proactively make suggestions and assist in setting new processes/procedures to improve efficiency and knowledge within the team

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Project management, as required

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Dealing with day-to-day queries from staff and clients to help ensure competency within the team.

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The preparation of files for appointments.

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Detailed knowledge and understanding of the Company’s record keeping requirements to ensure files meet compliance requirements.

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Ensure all dealings with customers are carried out in a professional and courteous manner.

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Liaising with clients/insurance companies via a variety of methods.

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Administration of existing business.

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Appointment making, diary-keeping.

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Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times.

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Ensure all supporting documentation is maintained as per the Company’s procedures

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Maintain all standards of performance as required by the Company.

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Skills and Experience Required

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You will ideally have three years’ experience minimum of working in a Financial Services practice administration role

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Knowledge of IO back office system (essential)

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Understanding of a range of financial services products, e.g. pensions, investment, life assurance, etc.

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Excellent working knowledge of various investment/pension platforms

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Developing and maintaining technical knowledge and qualifications.

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Computer skills – competence with using various software, word processing, and in-depth knowledge of back-office administration systems.

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Excellent telephone and communication skills.

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First-class customer service skills.

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Flexibility and ability to work in a pressurised sales environment.

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Ability to work as part of a team and on your own initiative.

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Supervisory and training skills would be desirable.

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Qualifications and Experience

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Certificate in Financial Planning or working towards, Minimum RO1 or equivalent qualification

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Several years’ experience of working in a similar customer service/sales environment in financial services.

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Personal attributes

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Customer-oriented, attentive to detail and takes pride in own work

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Able to prioritise own and team’s workload

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Ability to maintain a professional manner when under pressure

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Works well on their own and as part of a team

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Proactive, uses initiative and takes ownership

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Confident in contributing ideas to enable continuous improvement

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Flexible, Adaptable and Organised

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Benefits

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My client offer an excellent remuneration, with a benefits package including a pension, a cashplan scheme, and company sick pay.

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My client provide training support to undertake professional qualifications for further promotional prospects

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This role will be based in my clients newly refurbished office in the heart of Norwich.

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Flexible working opportunities.

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25 days holiday

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Death in Service 3 x Salary

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Annual pay review (April)

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Discretionary annual group bonus

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Social events

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