Financial Planner Assistant in NR2 4SG, Norwich, Norfolk

My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision professionals. The role has arisen from company growth and is a brand new vacancy. You will ideally have experience working in a Financial Planning environment, such as an independent financial advice practice; my client will also consider candidates from a pension, investment, or other transferable admin support backgrounds. My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none. This role is based in my client’s city centre office and, due to the important nature of this vacancy, is permanently office‑based.

Role Purpose

Provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business. Administration of new and existing life, pension and investment business. PA support to Financial Planner. Understand the provision of advice to clients in a compliant manner as detailed in the Company’s Manuals.

Responsibilities

• Obtain new business illustrations and process all new business, both online and paper based, as directed by the Technical Planner.
• Prepare client portfolio reports and compliance requirements for appointments.
• Maintain detailed knowledge and understanding of the Company’s record‑keeping requirements to ensure that files meet compliance requirements.
• Ensure all dealings with customers are carried out professionally and courteously.
• Liaise with clients and insurance companies via a variety of methods.
• Administer existing business.
• Make appointments and keep diaries.
• Comply with the Company Compliance, TCF, T&C, financial crime and anti‑money laundering procedures at all times.
• Ensure all supporting documentation is maintained as per the Company’s procedures.
• Maintain all standards of performance as required by the Company.
• Maintain and record own CPD.

Skills Required

• Understanding of a range of products provided by the Company, i.e. pensions, investment, life assurance, etc.
• Computer literate – competence with using various software, including Microsoft packages.
• Knowledge of back‑office administration system (desirable).
• Working towards/maintaining basic technical knowledge and qualification (desirable).
• Telephone and communication skills.
• Customer‑service skills.

Qualifications and Experience

• Certificate in Financial Planning or working towards it (desirable).
• Experience working in a similar customer‑service/sales environment in financial services (desirable).

Personal Attributes

• Customer‑oriented, attentive to detail and takes pride in own work.
• Ability to maintain a professional manner when under pressure.
• Works well on their own and as part of a team.
• Proactive, uses initiative and takes ownership.
• Confident in contributing ideas to enable continuous improvement.
• Flexible, adaptable and organised.

Benefits

• Company pension.
• 25 days holiday.
• Death in service 3 x salary.
• Health cash plan.
• Annual pay review.
• Annual group bonus.
• Regular work social events.