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- 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 benefits, and opportunities for professional growth.
- 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.
- Other info: Ideal for those pursuing or holding qualifications in Financial Planning.
The predicted salary is between 28800 - 43200 £ 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'll:
- 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 in Leeds employer: Lime Professional Services
Contact Detail:
Lime Professional Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant in Leeds
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector. Attend local events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨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 you can contribute. Show them you’re not just another candidate; you’re genuinely interested in their mission!
✨Tip Number 3
Practice your responses to common interview questions. Think about your past experiences and how they relate to the role of a Financial Planning Assistant. We recommend doing mock interviews with friends or family to build your confidence.
✨Tip Number 4
Don’t forget to follow up after your interview! A simple thank-you email can go a long way in showing your enthusiasm for the position. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Financial Planning Assistant in Leeds
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 directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts!
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.
✨Prepare Relevant Documentation
Familiarise yourself with the types of documentation you'll be handling, like suitability letters and compliance requirements. Bring examples or be ready to discuss how you would compile these documents in your role.
✨Showcase Your Communication Skills
Since you'll be the main point of contact for clients, practice articulating your thoughts clearly. Think about how you would respond to client queries and maintain a high level of service, as this will be crucial in your role.
✨Demonstrate IT Proficiency
Get comfortable with IT systems, especially XPlan if you have experience with it. Be prepared to discuss how you've used technology in previous roles to streamline processes or improve client service.
