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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 flexible hours, remote work options, and great perks like a birthday day off!
- Why this job: Be part of a close-knit team where your contributions directly impact client success.
- Qualifications: 2 years of experience as a Financial Planning Assistant is required; training provided.
- Other info: Experience with Intelligent Office is preferred; excellent communication skills are a must.
The predicted salary is between 20000 - 28000 £ 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.
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
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
- GBP25k-GBP28k 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
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
Familiarise yourself with the financial services industry, especially the role of a Financial Planning Assistant. Understanding the key responsibilities and challenges faced in this position will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals already working in financial planning or related fields. Attend industry events or join online forums to connect with potential colleagues and gain insights into the company culture at StudySmarter.
✨Tip Number 3
Brush up on your communication skills, both verbal and written. Since the role involves liaising with clients and providers, being able to articulate your thoughts clearly will set you apart from other candidates.
✨Tip Number 4
If you have experience with Intelligent Office, be prepared to discuss it in detail. If not, consider taking a short course or tutorial to get familiar with the software, as it could give you an edge in the application process.
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 as a Financial Planning Assistant. Emphasise your previous roles, particularly any tasks that align with the duties listed in the job description, such as administering financial plans and managing client records.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial services industry. Mention your two years of experience and how it has prepared you for this role. Be sure to express your enthusiasm for working in a small team and contributing to the company's success.
Highlight Communication Skills: Since excellent telephone and communication skills are required, provide specific examples in your application of how you've successfully communicated with clients or team members in past roles. This will demonstrate your ability to meet the company's needs effectively.
Show Attention to Detail: In your application, mention instances where your attention to detail has made a difference in your work. This could be related to processing paperwork accurately or maintaining client records. This quality is crucial for compliance and data accuracy in the role.
How to prepare for a job interview at Anderson Wright Consulting
✨Showcase Your Experience
Make sure to highlight your two years of experience as a Financial Planning Assistant. Be prepared to discuss specific tasks you've handled, such as managing client files or processing account applications, to demonstrate your suitability for the role.
✨Familiarise Yourself with Intelligent Office
If you have experience using Intelligent Office, be ready to talk about it. If not, do some research on the software and its functionalities. Showing that you're proactive in learning about tools used in the industry can impress your interviewers.
✨Emphasise Communication Skills
Since excellent telephone and communication skills are crucial for this role, prepare examples of how you've effectively communicated with clients or team members in the past. This will help illustrate your ability to liaise with various stakeholders.
✨Demonstrate Attention to Detail
Attention to detail is key in financial planning. Be ready to provide examples of how you've ensured accuracy in your previous roles, whether it's through meticulous record-keeping or compliance with regulations. This will show that you take your responsibilities seriously.
