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For Companies At a Glance
- Tasks: Support Financial Planners with admin tasks and client documentation for smooth service delivery.
- Company: Reputable Chartered Financial Planner with a focus on team growth and development.
- Benefits: Competitive salary, professional development opportunities, and a supportive work environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial planning support and strong organisational skills.
- Other info: Opportunity to mentor junior colleagues and enhance your career in finance.
The predicted salary is between 36000 - 60000 £ per year.
Focus Search and Selection have partnered with a reputable Chartered Financial Planner who is seeking an experienced Financial Planner Support to join their growing team. As a Financial Planner Support, you will play a key role in providing comprehensive administrative and technical assistance to the Financial Planners, ensuring the smooth delivery of a high-quality financial planning service to clients.
Overview
- Provide comprehensive administrative support to Financial Planners and Directors, ensuring they have accurate and timely information to prepare for client meetings.
- Maintain accurate and up-to-date client records while ensuring all internal systems, policies, and processes are consistently followed.
- Support, mentor, and develop junior team members to enhance team performance, efficiency, and service quality.
Key Responsibilities
- Prepare and compile accurate documentation for client review packs and other meeting materials as required.
- Liaise with product providers and third parties to obtain and deliver precise, timely information.
- Ensure all client records have a clear audit trail, with documents saved and named correctly in accordance with company standards.
- Keep Financial Planners and team members informed of case progress, escalating any issues or complaints as needed.
- Conduct weekly review meetings with Financial Planners to discuss priorities and resolve outstanding matters.
- Attend client meetings as required, presenting specific sections (e.g. cashflow analysis) when appropriate and approved by the line manager (2–3 times annually).
- Manage pre- and post-meeting processes, delegating tasks appropriately. Ensure meeting notes are distributed promptly (within two weeks) and that all actions are completed efficiently.
- Provide guidance and support to junior colleagues, enabling them to contribute effectively to team and client objectives.
- Complete due diligence for all new business, following established checklists and procedures.
- Produce platform cost calculators and raise any queries with the line manager.
- Prepare suitability letter templates within IO, completing factual and plan-specific details, and drafting free-text sections where possible. Seek guidance from Lead Support or Senior Financial Planner Support where necessary.
- Work collaboratively with the Financial Planner to review and maintain appropriate cash weightings on a weekly basis.
- Ensure IO is updated regularly, maintaining accurate opportunity records in collaboration with the Financial Planner.
- Process all client instructions accurately using the correct advice flow, checklist, and IO task lists.
- Maintain and update your personal development record via the Academy App, ensuring objectives and training outcomes are recorded and current.
- Participate in projects and ad-hoc assignments to support business objectives and personal development.
For more information please call Jaiden Walker or apply direct to this advert directly.
Financial Planner Support in Ipswich employer: Focus Search and Selection
Contact Detail:
Focus Search and Selection Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner Support in Ipswich
✨Tip Number 1
Networking is key! Reach out to professionals in the financial planning industry through LinkedIn or local events. We can leverage our connections to get insights and maybe even referrals that could land us an interview.
✨Tip Number 2
Prepare for interviews by practising common questions related to financial planning support. We should also be ready to discuss how we can help streamline processes and improve client service, as that's what this role is all about!
✨Tip Number 3
Showcase our organisational skills! During interviews, we can share examples of how we've managed multiple tasks or projects efficiently. This will demonstrate our ability to support Financial Planners effectively.
✨Tip Number 4
Don’t forget to follow up after interviews! A quick thank-you email reiterating our interest in the role can set us apart. Plus, it shows our enthusiasm for joining their team, which is always a plus!
We think you need these skills to ace Financial Planner Support in Ipswich
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner Support role. Highlight relevant experience and skills that match the job description, like administrative support and client record management. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background makes you a great fit for us. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail: In this role, accuracy is key. Make sure your application is free from typos and errors. We appreciate candidates who take the time to double-check their work, as it reflects the quality we strive for in our services.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the info you need about the role and our company culture there!
How to prepare for a job interview at Focus Search and Selection
✨Know Your Stuff
Make sure you understand the role of a Financial Planner Support inside out. Familiarise yourself with the key responsibilities mentioned in the job description, like preparing documentation and liaising with product providers. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Organisational Skills
Since this role involves maintaining accurate client records and managing meeting processes, be ready to discuss your organisational skills. Prepare examples from your past experiences where you successfully managed multiple tasks or projects, ensuring everything was completed on time and to a high standard.
✨Be a Team Player
The job requires supporting and mentoring junior team members, so highlight your teamwork abilities. Think of instances where you've collaborated effectively with others or helped someone develop their skills. This will demonstrate that you can contribute positively to the team dynamic.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team culture, how success is measured in the role, or what challenges the team is currently facing. This shows your enthusiasm for the position and helps you gauge if it's the right fit for you.
