At a Glance
- Tasks: Support Financial Advisers by managing client records and ensuring smooth service delivery.
- Company: Join a growing Financial Services team in a professional and supportive environment.
- Benefits: Gain valuable experience, develop your career, and enjoy a collaborative workplace.
- Other info: Opportunity for career growth in a dynamic and supportive team.
- Why this job: Make a real difference in clients' financial journeys while enhancing your skills.
- Qualifications: Experience in Financial Services Administration and strong organisational skills.
The predicted salary is between 40000 - 50000 £ per year.
We are recruiting an experienced and highly organised Financial Planning Assistant to join a growing Financial Services team. This is an excellent opportunity for an individual with Financial Services Administration experience who is looking to further develop their career within a professional and supportive environment. Working closely with Financial Advisers and the wider support team, you will play a key role in ensuring the smooth and efficient delivery of advice services whilst providing an outstanding experience for clients.
Key Responsibilities
- Arranging and confirming client meetings
- Maintaining accurate client records and databases
- Creating and managing electronic client files
- Obtaining information from product providers
- Managing Letters of Authority through to completion
- Liaising with clients, providers and third parties
- Producing provider illustrations and application documentation
- Preparing client presentation packs and supporting documents
- Processing online and paper-based applications
- Monitoring new business cases through to completion
- Chasing underwriting requirements for protection cases
- Managing provider correspondence and documentation
- Producing pre-review meeting documentation
- Processing post-review administration
- Preparing review reports and follow-up correspondence
- Supporting the management of existing schemes
- Processing annual renewals and illustrations
- Assisting with the implementation of new schemes
Financial Planning Assistant employer: Hays Business Support
Join a dynamic and supportive Financial Services team where your contributions as a Financial Planning Assistant will be valued and recognised. Our company fosters a collaborative work culture that prioritises professional development, offering ample opportunities for growth and advancement in your career. Located in a vibrant area, we provide a stimulating environment that encourages innovation and excellence, ensuring you can thrive while delivering exceptional service to our clients.
