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- Tasks: Support Financial Planning Consultants with admin tasks and client interactions.
- Company: Join a dynamic team in Central Leeds focused on exceptional client service.
- Benefits: Gain valuable experience in finance while working in a supportive environment.
- Why this job: Perfect for those looking to kickstart their career in financial planning with hands-on experience.
- Qualifications: 2+ years in a similar role, strong communication skills, and IT proficiency required.
- Other info: Opportunity to pursue further qualifications in Financial Planning.
The predicted salary is between 28800 - 43200 £ per year.
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.
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; * 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.
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 communications 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.
Financial Planning Assistant employer: Lime Talent Ltd
Contact Detail:
Lime Talent Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant
✨Tip Number 1
Familiarize yourself with XPlan, as it's a key tool for maintaining client records. If you haven't used it before, consider watching tutorial videos or reading user guides to get a head start.
✨Tip Number 2
Brush up on your knowledge of compliance requirements in financial planning. Understanding these regulations will not only help you in the role but also show your commitment to maintaining high standards.
✨Tip Number 3
Practice your communication skills, both written and verbal. Since you'll be the main point of contact for clients, being able to convey information clearly and professionally is crucial.
✨Tip Number 4
If you have any relevant qualifications or are studying towards a Diploma in Financial Planning, make sure to highlight this during your interactions. It shows your dedication to the field and can set you apart from other candidates.
We think you need these skills to ace Financial Planning Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in financial planning or administrative roles. Emphasize any specific tasks you've performed that align with the responsibilities listed in the job description.
Craft a Strong Cover Letter: Write a cover letter that clearly outlines your motivation for applying and how your skills and experience make you a great fit for the Financial Planning Assistant role. Mention your communication skills and familiarity with IT systems.
Showcase Relevant Experience: In your application, provide examples of how you've maintained high levels of client service in previous roles. Highlight any experience you have with compliance requirements and client record management.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter to ensure there are no spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in financial planning.
How to prepare for a job interview at Lime Talent Ltd
✨Know Your Financial Planning Basics
Make sure you brush up on your knowledge of financial planning concepts and terminology. Being able to discuss these confidently will show that you understand the industry and can support Financial Planning Consultants effectively.
✨Demonstrate Your Administrative Skills
Prepare examples from your previous experience where you successfully managed administrative tasks. Highlight your ability to maintain client records, process new business, and ensure compliance requirements are met.
✨Showcase Your Communication Skills
Since you'll be the main point of contact for clients, it's crucial to demonstrate strong written and verbal communication skills. Practice articulating your thoughts clearly and concisely, and be ready to discuss how you've handled client queries in the past.
✨Familiarize 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 be ready to explain how you would quickly adapt to using it in your role.
