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- Tasks: Support Financial Planning Consultants with admin tasks and client communication.
- Company: Join a leading Financial Planning firm in Central Leeds, serving clients across the UK.
- Benefits: Enjoy a competitive salary and great company perks, including potential remote work options.
- Why this job: Be part of a growing team that values client service and professional development.
- Qualifications: 2+ years in a similar role; strong communication skills and IT proficiency required.
- Other info: Ideal for those pursuing further qualifications in Financial Planning.
The predicted salary is between 36000 - 60000 £ per year.
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments. We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices.
The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of contact for clients, maintaining a high level of client service at all times.
Specifically you will:
- Provide relevant documentation ahead of FPC client meetings;
- Obtain relevant research relating to proposed advice;
- Compile suitability letters based on the advice being given;
- Process new business;
- Ensure accurate completion of compliance requirements;
- Respond to client queries;
- Maintain client records on XPlan;
- Liaise with life offices and providers;
- Ensure the administrative requirements are completed for the Client Review Process;
- Contribute to new business development;
- Proactively maintain a high level of client service;
- Carry out other administrative related tasks as required in support of the FPC.
We are seeking someone with ideally 2+ years experience working in a similar Financial Planning / IFA Administrative role supporting Financial Advisers with their Administrative tasks, with strong written and verbal communication skills, coupled with the ability to work with IT systems. It would be to your advantage if you have any further qualifications relating to Financial Planning, or have started to study towards a Diploma in Financial Planning. Great salary and company benefits are offered with this role.
Financial Planning Assistant employer: Lime People Search & Select Ltd
Contact Detail:
Lime People Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant
✨Tip Number 1
Familiarise yourself with the key financial planning concepts, especially around pensions and investments. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial planning industry, particularly those who work in Leeds. Attend local finance events or join relevant online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 3
Brush up on your IT skills, especially with software like XPlan, as this is crucial for the role. Consider taking a short course or watching tutorials to enhance your proficiency, which can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your previous experience in administrative roles during the interview. Be ready to provide specific examples of how you've supported financial advisers and maintained high levels of client service in your past positions.
We think you need these skills to ace Financial Planning Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning or administrative roles. Emphasise any specific tasks you've performed that align with the responsibilities listed in the job description, such as client communication or compliance.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention your experience supporting financial advisers and how you can contribute to maintaining high client service standards.
Highlight Relevant Skills: In your application, clearly outline your written and verbal communication skills, as well as your proficiency with IT systems. If you have experience with XPlan or similar software, be sure to mention it.
Showcase Continuous Learning: If you have started studying towards a Diploma in Financial Planning or have any other relevant qualifications, include this information in your application. It demonstrates your commitment to the field and your desire to grow professionally.
How to prepare for a job interview at Lime People Search & Select Ltd
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning concepts, especially around pensions, retirement planning, and investments. Being able to discuss these topics confidently will show your understanding of the role and impress the interviewers.
✨Demonstrate Your Administrative Skills
Prepare examples from your previous experience that highlight your administrative capabilities. Discuss how you've successfully managed client records, processed new business, or ensured compliance in past roles to showcase your suitability for the position.
✨Showcase Your Communication Skills
Since this role involves being the main point of contact for clients, practice articulating your thoughts clearly and concisely. Be ready to provide examples of how you've effectively communicated with clients or colleagues in the past.
✨Familiarise Yourself with XPlan
If you have experience with XPlan or similar IT systems, be prepared to discuss it. If not, do some research on how XPlan works and its relevance in financial planning. This will demonstrate your willingness to learn and adapt to the tools used by the firm.
