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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 company pension and holiday shutdowns.
- Why this job: Be part of a close-knit team where your contributions directly impact client success and company growth.
- Qualifications: 2 years of experience as a Financial Planning Assistant and strong communication skills are essential.
- Other info: Celebrate your birthday with a day off and enjoy summer and Christmas events!
The predicted salary is between 24000 - 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.
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
In respect to the above role(s), Anderson Wright Consulting Ltd operates as an Employment Agency.
Locations
Financial Planning Assistant in Crewe, Cheshire 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 in Crewe, Cheshire
✨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 demonstrate your knowledge during interviews.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend local finance-related events or join online forums to connect with others in the field. This can lead to valuable insights and potential referrals for the job.
✨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 convey information clearly and professionally is crucial.
✨Tip Number 4
If you have experience with Intelligent Office, make sure to highlight it in conversations. If not, consider taking a short course or tutorial to get familiar with the software, as it’s preferred for this role.
We think you need these skills to ace Financial Planning Assistant in Crewe, Cheshire
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 address how you can contribute to the company's success and mention any familiarity with Intelligent Office.
Highlight Communication Skills: Since excellent telephone and communication skills are required, provide specific examples in your application where you've successfully communicated with clients or team members. This could be through emails, phone calls, or during meetings.
Show Attention to Detail: In your application, demonstrate your attention to detail by mentioning any relevant experiences where accuracy was crucial. This could include processing paperwork or adhering to compliance regulations, which are key aspects of 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 administering financial plans and managing client records, to demonstrate your suitability for the role.
✨Familiarise Yourself with Intelligent Office
If you have experience using Intelligent Office, mention it during the interview. If not, take some time to learn about the software and its functionalities, as this will show your willingness to adapt and learn new tools that are essential for the job.
✨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 could include handling difficult conversations or ensuring clarity in client meetings.
✨Demonstrate Attention to Detail
Given the nature of the financial services industry, attention to detail is key. Be ready to provide examples of how you've maintained accuracy in your work, whether it's through data entry, compliance adherence, or preparing documentation for client meetings.
