Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Assist financial advisers with plans and manage client records.
- Company: Join a thriving independent financial services company with over 20 years of success.
- Benefits: Enjoy flexible hours, work-from-home options, and great perks like a company pension and holiday shutdowns.
- Why this job: Be part of a supportive team culture where your contributions directly impact client success.
- Qualifications: 2 years of experience as a Financial Planning Assistant is required; training provided.
- Other info: Celebrate your birthday with a day off and enjoy summer and Christmas events!
FINANCIAL PLANNING ASSISTANT HOLMES CHAPEL- £22500 – £28000 doe
We are working with a fantastic independent company that is a major player in the financial services industry. Established over 20 years ago, the 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 and via email
FINANCIAL PLANNING ASSISTANT REQUIREMENTS
• Must have 2 years previous experience working as a Financial Planning Assistant
• Experience using Intelligent Office is preferred
• Excellent telephone and communication skills are required
• Attention to detail
• Ability to work independently or as a team member
• Training will be provided
PACKAGE AND BENEFITS
• Flexible working hours Monday to Friday. 8 hours a day between 8am-6pm so you choose hours to suit!
• Opportunity to work one day from home after full training
• Company pension
• £25k-£28k dependent on experience
• Summer and Xmas company events
• BUPA cash back
• 23 days holiday plus bank holidays
• Christmas shutdown
• Day off on your birthday
• On-site parking
Follow us on twitter
In respect to the above role(s), Anderson Wright Consulting Ltd operates as an Employment Agency
FINANCIAL PLANNING ASSISTANT HOLMES CHAPEL £25000 – £28000
Financial Planning Assistant employer: Anderson Wright Consulting
Contact Detail:
Anderson Wright Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant
✨Tip Number 1
Make sure to highlight your previous experience as a Financial Planning Assistant. Since the role requires at least 2 years of experience, be ready to discuss specific tasks you've handled that align with the job description.
✨Tip Number 2
Familiarize yourself with Intelligent Office software if you haven't already. Even though it's preferred, showing a willingness to learn and adapt can set you apart from other candidates.
✨Tip Number 3
Prepare for potential questions about your communication skills. Since excellent telephone and communication skills are required, think of examples where you've successfully communicated with clients or team members.
✨Tip Number 4
Research the company culture and values. Understanding their emphasis on teamwork and client service will help you demonstrate how you can contribute to their continued success during the interview.
We think you need these skills to ace Financial Planning Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your previous experience as a Financial Planning Assistant. Emphasize relevant skills such as attention to detail, communication abilities, and any experience with Intelligent Office.
Craft a Strong Cover Letter: Write a cover letter that showcases your passion for the financial services industry. Mention specific examples of how you've assisted financial advisers in the past and how you can contribute to the company's success.
Highlight Relevant Experience: In your application, clearly outline your 2 years of experience in a similar role. Include details about your responsibilities, such as managing client files, processing paperwork, and liaising with third parties.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Anderson Wright Consulting
✨Showcase Your Experience
Make sure to highlight your previous experience as a Financial Planning Assistant. Be prepared to discuss specific tasks you've handled, especially those related to administering financial plans and managing client records.
✨Demonstrate Attention to Detail
Since attention to detail is crucial in this role, provide examples of how you've ensured accuracy in your previous work. Discuss any systems or processes you used to maintain high standards.
✨Communicate Effectively
Excellent communication skills are a must. Practice articulating your thoughts clearly and confidently, especially when discussing how you've liaised with clients and third parties in the past.
✨Prepare for Compliance Questions
Be ready to answer questions about compliance regulations and how you've adhered to them in your previous roles. This shows that you understand the importance of following industry standards.
