Financial Planning Support Administration

My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Financial Planning administration experienced candidate to join their team of successful administration professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported.

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Role Purpose

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To provide administrative support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings

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To ensure that client records are up to date and that internal systems and processes are followed

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To support and develop junior team members to enable them to be as efficient and effective as possible

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Key Responsibilities

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You will generate and compile documents to create accurate client review packs and check packs where appropriate

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You will provide accurate and timely information liaising with providers and third parties as necessary

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You will ensure a clear audit trail is maintained for all client records and that documents are saved and named correctly

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You will keep Financial Planners and team members up to date with progress and escalate any concerns or complaints that may arise. Hold weekly review meetings with Financial Planners to discuss priorities and any issues arising

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You will prepare for, and attend, client meetings to support Financial Planner by presenting part of the meeting as appropriate e.g. cashflow, as and when required, in conjunction with line manager approval (2-3 times a year)

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You will conduct pre and post reviews, delegating to team support, as appropriate, for certain tasks.

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Ensure meeting notes are issued promptly (within 2 weeks) and actions are completed

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You will support and develop junior team members to enable them to undertake tasks that will benefit the team and ultimately the client

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You will complete due diligence for all new business, following the new business checklist.

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You will generate platform calculators to outline the costs. Highlight any queries with your line manager

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You will generate template suitability letters from IO, completing the factual client and plan elements and complete the free type sections where possible.

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Liaise with the Lead Support or Senior Financial Planner Support if you require assistance

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In conjunction with the Financial Planner, ensure the cash weightings are checked each week and actioned

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You will ensure my clients CRM software (IO) is up to date and opportunities are added and maintained regularly and correctly, in consultation with the Financial Planner

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You will process all client instructions using the respective advice flow, checklists and IO event lists and tasks

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You will maintain and update your talent development record, ensuring my objectives are up to date and impact of any training is recorded

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You will involvement in projects and specific tasks to support your development

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Essential Skills

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Attention to detail/accuracy

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Computer literate and data management

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Analytical

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Good organisational and prioritisation skills

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Time management

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Team working

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Ability to build and maintain relationships

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Communication - written and verbal

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Ability to identify and raise any issues or errors

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Ability to follow rules and procedures

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Experience

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Providing accurate and timely financial services administrative support (essential)

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Good IT skills (essential)

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Development of others (desirable)

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Writing suitability letters (desirable)

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Management of client complaints (desirable)

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Knowledge

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Mandatory compliance training (essential)

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Knowledge of pensions and investments (essential)

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Knowledge of products and services (desirable)

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Platform functionality (desirable)

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Use of Intelligent Office (desirable)

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Skills

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Attention to detail/accuracy (essential)

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Computer literate and data management (essential)

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Analytical (essential)

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Good organisational and prioritisation skills (essential)

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Time management (essential)

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Team working (essential)

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Ability to build and maintain relationships (essential)

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Communication - written and verbal (essential)

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Ability to train others (essential)

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Ability to raise any issues or errors and challenge where necessary (essential)

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Coaching (desirable)

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Mentoring (desirable)

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Leadership skills - motivating and inspiring others (desirable)

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Decision making & problem solving (desirable)

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Team building (desirable)

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Ability to work pro-actively & on own initiative (desirable)

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Creativity and innovation (desirable)

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Personal attributes

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Behaving in a professional manner

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Trust and integrity

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Curiosity and willingness to learn and improve (essential)

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Willing to help and support the wider team

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Willing to listen to constructive feedback & have open and honest conversations

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Commercial awareness

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Genuine interest in people

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Development

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All professional exams paid for

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Personal study plans for CII professional qualifications

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Paid study leave

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Study books and resources paid for

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Benefits

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29 days holiday + office closed between Christmas and New Year + Birthday off

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5% pension contribution

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Flexible working

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Hybrid working (after 1 year)

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Profit Share

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Social events

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Free parking

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Free drinks/fruit

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Cycle to work

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Length of service recognition

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Discounted legal services

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Life cover and income protection

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Healthcare cash plan

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Private health care scheme