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- Tasks: Support Financial Planning Consultants with admin tasks and client communication.
- Company: Join a leading Financial Planning firm in Central Leeds, serving clients across the UK.
- Benefits: Enjoy a competitive salary, great company perks, and potential for remote work.
- Why this job: Be part of a growing team that values client service and professional development.
- Qualifications: 2+ years in a similar role; strong communication skills and IT proficiency required.
- Other info: Ideal for those pursuing or holding qualifications in Financial Planning.
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments. We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices.
The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of contact for clients, maintaining a high level of client service at all times.
Specifically you will:
- Provide relevant documentation ahead of FPC client meetings;
- Obtain relevant research relating to proposed advice;
- Compile suitability letters based on the advice being given;
- Process new business;
- Ensure accurate completion of compliance requirements;
- Respond to client queries;
- Maintain client records on XPlan;
- Liaise with life offices and providers;
- Ensure the administrative requirements are completed for the Client Review Process;
- Contribute to new business development;
- Proactively maintain a high level of client service;
- Carry out other administrative related tasks as required in support of the FPC.
We are seeking someone with ideally 2+ years experience working in a similar Financial Planning / IFA Administrative role supporting Financial Advisers with their Administrative tasks, with strong written and verbal communication skills, coupled with the ability to work with IT systems. It would be to your advantage if you have any further qualifications relating to Financial Planning, or have started to study towards a Diploma in Financial Planning. Great salary and company benefits are offered with this role.
Financial Planning Assistant employer: Lime People Search & Select Ltd
Contact Detail:
Lime People Search & Select Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant
✨Tip Number 1
Familiarise yourself with the key responsibilities of a Financial Planning Assistant. Understanding the specific tasks, such as compiling suitability letters and maintaining client records on XPlan, will help you demonstrate your knowledge during interviews.
✨Tip Number 2
Network with professionals in the financial planning industry. Attend local finance-related events or join online forums to connect with current Financial Planning Assistants or Financial Advisers who can provide insights and potentially refer you to opportunities.
✨Tip Number 3
Stay updated on the latest trends and regulations in financial planning. This knowledge will not only enhance your conversations with potential employers but also show your commitment to the field and your proactive approach to professional development.
✨Tip Number 4
Prepare for common interview questions specific to the role. Think about scenarios where you've provided excellent client service or handled administrative tasks efficiently, as these examples will showcase your relevant experience and skills.
We think you need these skills to ace Financial Planning Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning or administrative roles. Emphasise any specific tasks you've undertaken that align with the responsibilities mentioned in the job description, such as client communication or compliance.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of the role. Mention your 2+ years of experience and how it has prepared you to support Financial Planning Consultants effectively.
Highlight Technical Skills: Since the role requires working with IT systems, be sure to mention any relevant software experience, particularly with XPlan or similar platforms. This will demonstrate your ability to adapt quickly to their systems.
Showcase Communication Skills: Given the importance of client interaction in this role, provide examples of how you've successfully communicated with clients in previous positions. This could include resolving queries or maintaining client records.
How to prepare for a job interview at Lime People Search & Select Ltd
✨Know Your Financial Planning Basics
Brush up on your knowledge of financial planning concepts, especially around pensions, retirement planning, and investments. Being able to discuss these topics confidently will show your understanding of the role and impress the interviewers.
✨Demonstrate Your Administrative Skills
Prepare examples from your previous experience that highlight your administrative capabilities. Discuss how you've successfully supported financial advisers or consultants in the past, focusing on your attention to detail and ability to manage multiple tasks.
✨Showcase Your Communication Skills
Since this role involves being the main point of contact for clients, practice articulating your thoughts clearly and concisely. Be ready to provide examples of how you've effectively communicated with clients or colleagues in previous roles.
✨Familiarise Yourself with XPlan
If you have experience with XPlan or similar IT systems, be prepared to discuss it. If not, do some research on how it works and its relevance in financial planning. Showing initiative in learning about the tools used in the industry can set you apart.
