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- Tasks: Support financial advisers with plans and client records while managing admin tasks.
- Company: Join a thriving independent financial services company with over 20 years of success.
- Benefits: Enjoy a competitive salary, excellent benefits, and a supportive team environment.
- Why this job: Be part of a close-knit team where your contributions directly impact client success.
- Qualifications: No specific experience required; just bring your enthusiasm and willingness to learn.
- Other info: Ideal for high school or college students looking to kickstart their career in finance.
The predicted salary is between 24000 - 32000 £ per year.
We are working with a fantastic independent company that is a major player in the financial services industry. Established over 20 years ago, they have continued to thrive and grow year on year. Working in a small team, where the average length of service is 16 years, you will be an integral part of the company to assist in their continued success.
FINANCIAL PLANNING ASSISTANT DUTIES
- Assist independent financial advisers in administering financial plans and investment proposals
- Maintain, setup and update internal client files and records
- Process account applications, transfers, and other paperwork
- Servicing existing business i.e. Policy surrenders, fund switches, policy changes etc.
- Managing administration tasks on back-office system software
- Prepare paperwork for client meetings i.e. Valuations, new business applications, review documentation to clients
- Liaising with product providers and third parties
- Dealing with Letters of Authority
- Adhering to compliance regulations and accurate recording of data
- Liaising with team members to ensure client needs are met effectively and efficiently
- Arranging client meetings
- Emails, incoming and outgoing post and general office duties
- Telephone calls with providers and communicating with clients on the telephone
Financial Planning Assistant employer: Anderson Wright Consulting Careers
Contact Detail:
Anderson Wright Consulting Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of a Financial Planning Assistant. Understanding the key responsibilities and the tools used in this field will help you speak confidently about your knowledge during interviews.
✨Tip Number 2
Network with professionals already working in financial planning. Attend industry events or join online forums to connect with others in the field. This can provide valuable insights and potentially lead to referrals for job openings.
✨Tip Number 3
Brush up on your organisational skills and attention to detail. Since the role involves managing client files and processing paperwork, demonstrating these skills through examples from previous experiences can set you apart from other candidates.
✨Tip Number 4
Prepare for potential interview questions by practising how you would handle specific scenarios related to client interactions and compliance regulations. Showing that you can think critically and respond effectively will impress hiring managers.
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 administration. Emphasise any previous roles where you assisted financial advisers or managed client records, as this will show you understand the responsibilities of the position.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific duties from the job description that excite you, such as liaising with clients or managing paperwork, and explain how your skills align with these tasks.
Showcase Attention to Detail: Given the nature of the role, it's crucial to demonstrate your attention to detail. Use examples from your past experiences where you successfully managed compliance regulations or maintained accurate records, as this will resonate well with the hiring team.
Prepare for Potential Questions: Think about common interview questions related to financial planning and client management. Prepare answers that reflect your understanding of the industry and your ability to handle various administrative tasks effectively.
How to prepare for a job interview at Anderson Wright Consulting Careers
✨Know Your Financial Basics
Brush up on your financial knowledge, especially around investment proposals and financial planning. Being able to discuss these topics confidently will show that you're prepared and understand the role.
✨Demonstrate Attention to Detail
Since the role involves maintaining client files and adhering to compliance regulations, be ready to provide examples of how you've successfully managed detailed tasks in the past. This will highlight your organisational skills.
✨Showcase Your Communication Skills
You'll be liaising with clients and third parties, so it's crucial to demonstrate your ability to communicate clearly and effectively. Prepare to discuss situations where you successfully resolved issues through communication.
✨Prepare Questions for the Interviewers
Having thoughtful questions ready shows your interest in the company and the role. Ask about the team dynamics or how they measure success in the position, which can also give you insight into their expectations.
