At a Glance
- Tasks: Support Financial Planners in securing new business and managing client portfolios.
- Company: Dynamic financial services firm located in Norwich city centre.
- Benefits: Enjoy 25 days holiday, a company pension, and health cash plan.
- Other info: Regular social events and opportunities for professional growth.
- Why this job: Join a supportive team and gain valuable experience in financial planning.
- Qualifications: Customer service experience in finance is a plus; working towards a financial planning certificate is desirable.
The predicted salary is between 30000 - 40000 £ per year.
This role is based in my clients city centre office and due to the important nature of this vacancy the role will be permanently office based.
Role Purpose
To 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. Understanding of the provision of advice to clients in a compliant manner as detailed in the Company’s Manuals.
Responsibilities
- Obtaining new business illustrations and processing of all new business, both online and paper based, as directed by the Technical Planner.
- The preparation of client portfolio reports and compliance requirements for appointments.
- Detailed knowledge and understanding of the Company’s record keeping requirements to ensure files meet compliance requirements.
- Ensure all dealings with customers are carried out in a professional and courteous manner.
- Liaising with clients/insurance companies via a variety of methods.
- Administration of existing business.
- Appointment making, diary-keeping.
- 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 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/communication skills.
- Customer service skills.
Qualifications and Experience
- Certificate in Financial Planning or working towards (desirable).
- Experience of 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.
Financial Planning Assistant in Norwich employer: Energy Jobline ZR
As a Financial Planning Assistant in Norwich, you will thrive in a supportive and dynamic office environment that prioritises employee growth and development. With a strong focus on compliance and customer service, our company offers a comprehensive benefits package including a generous pension scheme, 25 days of holiday, and regular social events to foster a collaborative work culture. Join us to be part of a team that values your contributions and encourages continuous improvement in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Assistant in Norwich
✨Tip Number 1
Get to know the company inside out! Research their values, culture, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network like a pro! Reach out to current employees on LinkedIn or attend industry events. Building connections can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Prepare for the interview by practising common questions and scenarios related to financial planning. Think about how your skills align with the role and be ready to share specific examples from your experience.
✨Tip Number 4
Follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the position. Plus, it keeps you on their radar as they make their decision.
We think you need these skills to ace Financial Planning Assistant in Norwich
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning Assistant role. Highlight relevant experience in customer service and financial services, and don’t forget to mention any qualifications you have or are working towards!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Mention your understanding of financial products and how your skills align with the responsibilities outlined in the job description.
Showcase Your Attention to Detail:Since this role involves compliance and record-keeping, make sure to demonstrate your attention to detail in your application. A well-organised CV and cover letter can show us that you take pride in your work!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and keep track of all the amazing candidates like you!
How to prepare for a job interview at Energy Jobline ZR
✨Know Your Financial Products
Make sure you brush up on your knowledge of pensions, investments, and life assurance products. Being able to discuss these confidently will show that you're serious about the role and understand what the company offers.
✨Demonstrate Your Customer Service Skills
Prepare examples from your past experiences where you've provided excellent customer service. This role is all about supporting clients, so showcasing your ability to communicate effectively and professionally will be key.
✨Get Familiar with Compliance
Understand the basics of compliance in financial services. Be ready to discuss how you would ensure that all dealings with customers are compliant and professional, as this is a crucial part of the job.
✨Show Your Organisational Skills
Since the role involves diary-keeping and administration, think of ways you've successfully managed your time and tasks in previous jobs. Bring up specific tools or methods you use to stay organised, as this will highlight your proactive nature.
