At a Glance
- Tasks: Support Financial Planning Consultants and provide top-notch client service.
- Company: Leading Financial Planning firm in Central Leeds with a strong reputation.
- Benefits: Great salary, company perks, and opportunities for professional growth.
- Other info: Ideal for those pursuing or holding qualifications in Financial Planning.
- Why this job: Join a dynamic team and make a real difference in clients' financial futures.
- Qualifications: 2+ years in Financial Planning admin, strong communication skills, IT savvy.
The predicted salary is between 36000 - 60000 £ per year.
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 Professional Services
Join a leading Financial Planning firm in Central Leeds, where we prioritise employee growth and development within a supportive work culture. Our team enjoys competitive salaries, comprehensive benefits, and the opportunity to make a meaningful impact on clients' financial futures while working in a vibrant city known for its rich history and dynamic atmosphere.
Contact Details:
Lime Professional Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Assistant
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning industry, attend local events, and join relevant online groups. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its services. Familiarise yourself with their approach to financial planning and think about how your skills can contribute to their success. We want you to shine when it comes to showcasing your knowledge!
✨Tip Number 3
Practice your communication skills! As a Financial Planning Assistant, you'll be the main point of contact for clients. Role-play common client scenarios with a friend to boost your confidence and ensure you're ready to handle queries like a champ.
✨Tip Number 4
Don't forget to apply through our website! It's the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us. Let's get you that Financial Planning Assistant role!
We think you need these skills to ace Financial Planning Assistant
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning Assistant role. Highlight your relevant experience, especially any admin tasks you've done in a financial setting. We want to see how your skills match what we're looking for!
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 you can contribute to our team. Keep it concise but engaging – we love a good story!
Show Off Your Communication Skills:Since this role involves a lot of client interaction, make sure your written application showcases your strong communication skills. Use clear and professional language, and don’t forget to proofread for any typos!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you get all the updates directly from us. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Lime Professional Services
✨Know Your Financial Planning Basics
Brush up on your knowledge of pensions, retirement planning, and investments. Being able to discuss these topics confidently will show that you understand the industry and can support the Financial Planning Consultants effectively.
✨Familiarise Yourself with XPlan
Since maintaining client records on XPlan is a key part of the role, make sure you have a basic understanding of how this software works. If possible, try to get some hands-on experience or watch tutorial videos to feel more comfortable discussing it in the interview.
✨Prepare for Client Interaction Scenarios
Think about how you would handle various client queries or situations. Practising responses to common questions can help you demonstrate your strong communication skills and your commitment to providing excellent client service.
✨Show Your Initiative in New Business Development
Be ready to discuss any ideas you have for contributing to new business development. This could include ways to improve client engagement or streamline administrative processes. Showing that you're proactive will set you apart from other candidates.
