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For Companies At a Glance
- Tasks: Support financial planners with admin tasks and client documentation in a friendly team.
- Company: Join Acumen Financial Planning, an accredited firm dedicated to empowering clients since 2002.
- Benefits: Enjoy a competitive salary, flexible work options, and a supportive work culture.
- Why this job: Be part of a collaborative environment that values integrity and personal growth.
- Qualifications: Strong communication skills; experience in finance is a plus but not essential.
- Other info: Opportunities available in Aberdeen, Glasgow, and Elgin; we value diversity and inclusivity.
The predicted salary is between 28800 - 43200 £ per year.
At Acumen Financial Planning, you will find many factors that set us apart from other firms; our people, processes, values and ethos, all delivered in a professional yet down to earth manner. Established in 2002, we are proud to be an Accredited and Chartered firm. Our Mission is to empower clients to confidently achieve their full financial promise by delivering a holistic package of unique professional financial guidance in an accessible and approachable manner.
We require exceptional people to be part of our team. We would like to hear from people interested in being part of our Financial Planning Support team in our fast-paced and friendly environment who share our values of being approachable, collaborative, and dedicated. We have opportunities in Aberdeen, Glasgow and Elgin.
Job Purpose
To provide administrative support to Paraplanners and Financial Planners as required.
Main Duties
- Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems e.g.: CURO, SharePoint
- Filing: Virtual Cabinet (electronic)
- Analysis: comparing products and providers with Financial Express Analytics & Selectapension.
- Quotes & Paperwork Preparation: For various products e.g.: pension, ISA, Bond
- Suitability Letters: Preparation of letters for new business including pension contributions and increments, pension transfer/switches, ISA contributions and increments, offshore/onshore bonds, GIA, annuities, protection and investment recommendations.
- New Business Processing: Setting up products/investments with various providers both paper based and electronically, follow up through to completion.
- Collating Reports: prints/scan/bind/files all reports
- Occasional reception cover and answering overflow calls
Competencies
- Organisation
- Attention to detail
- Communicating effectively with other team members, Administration Team Lead, Paraplanners and Planners
Responsibilities
- To act with honesty and integrity, due skill, care and diligence when carrying out the duties of the role.
- To abide by the Firm’s Values and Code of Ethics and observe proper standards of market conduct.
- To deal with the firm’s Senior Management and regulators in an open and cooperative way.
- Maintain a strong relationship with colleagues to ensure an effective and positive working environment
- Achieve performance which meets or exceeds Key Performance Indicators set by the Administration Team Lead
- Manage personal workload effectively to ensure appropriate service to both internal and external stakeholders
Skills
- Excellent customer service skills
- Strong written communication skills
- Experience working in a financial services environment, preferred but not essential
How to Apply
A very competitive salary and benefits package is available to the right candidate. For more details, please email.
We are proud to be an equal opportunities employer and are committed to recruiting and developing a diverse team, inclusive of race, religion, age, gender, sexual orientation, and disability. If you have requirements in relation to accessibility or mobility, let us know in advance and we will do our best to support you during the recruitment process and any subsequent employment or placement with us.
Financial Planning Support employer: Acumen Financial Planning
Contact Detail:
Acumen Financial Planning Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Support
✨Tip Number 1
Familiarise yourself with the software systems mentioned in the job description, such as CURO and SharePoint. Having a basic understanding of these tools will show your initiative and readiness to support the team effectively.
✨Tip Number 2
Highlight your organisational skills during any interactions with the team. Since the role requires managing various tasks simultaneously, demonstrating your ability to prioritise and stay organised can set you apart from other candidates.
✨Tip Number 3
Engage with current employees on platforms like LinkedIn to gain insights into the company culture and values. This knowledge can help you tailor your conversations and show that you align with their ethos of being approachable and collaborative.
✨Tip Number 4
Prepare to discuss your customer service experience in detail. Since excellent customer service skills are essential for this role, be ready to share specific examples of how you've successfully handled client interactions in the past.
We think you need these skills to ace Financial Planning Support
Some tips for your application 🫡
Understand the Company Culture: Familiarise yourself with Acumen Financial Planning's values and ethos. Highlight how your personal values align with their mission of providing approachable and collaborative financial guidance.
Tailor Your CV: Ensure your CV reflects relevant experience, particularly in administrative support or financial services. Emphasise skills like organisation, attention to detail, and effective communication, which are crucial for this role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how you have demonstrated the required competencies in previous positions.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, as strong written communication skills are essential for this position.
How to prepare for a job interview at Acumen Financial Planning
✨Understand the Company Values
Before your interview, take some time to research Acumen Financial Planning's values and ethos. They pride themselves on being approachable, collaborative, and dedicated. Make sure to reflect these values in your answers and demonstrate how you align with their mission.
✨Showcase Your Organisational Skills
Given the role's focus on providing administrative support, be prepared to discuss your organisational skills. Share specific examples of how you've managed workloads effectively in previous roles, especially in fast-paced environments.
✨Prepare for Technical Questions
Familiarise yourself with the software systems mentioned in the job description, such as CURO and SharePoint. Even if you haven't used them before, showing a willingness to learn and adapt can impress your interviewers.
✨Demonstrate Strong Communication Skills
Effective communication is key in this role. Be ready to provide examples of how you've communicated with team members or clients in the past. Highlight any experience you have in preparing documentation or reports, as this will be relevant to the position.
