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: Exciting environment with potential for career advancement.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: 2+ years in a similar role and strong communication skills required.
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, and maintain a high level of client service at all times.
Responsibilities
- 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
- Maintaining 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 maintaining a high level of client service
- Carry out other administrative related tasks as required in support of the FPC
Requirements / Qualifications
- Ideally 2+ years experience working in a similar Financial Planning / IFA Administrative role supporting Financial Advisers with their Administrative tasks
- Strong written and verbal communications skills
- Ability to work with IT systems
- Advantage if you have any further qualifications relating to Financial Planning, or have started to study towards a Diploma in Financial Planning
Salary & Benefits
Great salary and company benefits are offered with this role.
Financial Planning Assistant in Morley employer: Lime Professional Services
As a leading Financial Planning firm in Central Leeds, we pride ourselves on fostering a supportive and dynamic work environment that prioritises employee growth and development. Our team enjoys competitive salaries, comprehensive benefits, and the opportunity to engage with clients in meaningful ways, all while contributing to a culture of excellence and collaboration. Join us to be part of a dedicated team where your contributions are valued and your career can flourish.
Contact Details:
Lime Professional Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Assistant in Morley
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector, attend industry 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 team. This will show you're genuinely interested and ready to hit the ground running.
✨Tip Number 3
Practice your communication skills! As a Financial Planning Assistant, you'll need to interact with clients and colleagues regularly. Role-play common scenarios with a friend or family member to boost your confidence and refine your responses.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to submit your application and keep track of your progress. Plus, it shows you're keen on joining our team at StudySmarter, which is always a bonus!
We think you need these skills to ace Financial Planning Assistant in Morley
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 strong written communication is key for this role, make sure your application is clear and free of typos. We want to see that you can communicate effectively, just like you would with clients!
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 don’t miss out on any important updates from us. Plus, it’s super easy!
How to prepare for a job interview at Lime Professional Services
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of financial planning, pensions, and investments. Familiarise yourself with common terms and concepts that are relevant to the role. This will not only help you answer questions confidently but also show your genuine interest in the field.
✨Showcase Your Admin Skills
Since the role involves a lot of administrative tasks, be ready to discuss your experience with similar duties. Prepare examples of how you've successfully managed client records or processed documentation in previous roles. Highlighting your organisational skills will definitely impress the interviewers.
✨Client Service is Key
As you'll be the main point of contact for clients, it's crucial to demonstrate your commitment to excellent client service. Think of specific instances where you've gone above and beyond for a client. This will illustrate your ability to maintain high service levels, which is essential for this position.
✨Prepare Questions to Ask
Interviews are a two-way street, so come prepared with thoughtful questions about the company and the role. Ask about their approach to client service or how they support their team’s professional development. This shows you're engaged and serious about the opportunity.
