At a Glance
- Tasks: Support Financial Planners and mentor trainee assistants in a fast-paced environment.
- Company: Join a collaborative team focused on exceptional client service.
- Benefits: Competitive salary, professional development, and a supportive work culture.
- Other info: Opportunity to specialise in areas like trusts and pension transfers.
- Why this job: Make a real impact on clients' financial journeys while advancing your career.
- Qualifications: Experience in financial planning and a strong client-service mindset.
The predicted salary is between 35000 - 45000 € per year.
Are you an experienced Financial Planning Assistant looking to take the next step in your career? Do you thrive in a fast‑paced, client‑focused environment where accuracy, organisation and teamwork truly matter? If so, this could be the perfect opportunity for you. We’re looking for a proactive and detail‑driven Financial Planning Assistant to support one or two of our Financial Planners and play a key role in mentoring and developing trainee and apprentice FP Assistants. This is a fantastic chance to join a collaborative team where your expertise will directly contribute to exceptional client service and the smooth running of our advice process.
What you’ll be doing:
- Preparing pre‑meeting packs for new clients
- Recording and maintaining client information in Intelligent Office (IO)
- Adding, updating and monitoring tasks within IO
- Processing platform work, including new business submissions, cash management and fund switches
- Assisting with four‑eye checks to maintain accuracy and compliance
- Using provider websites to gather product information and valuations
- Submitting and tracking new business
- Supporting Financial Planners with Annual Reviews
- Liaising with life offices, IMS and other third‑party providers
- Handling client queries and taking incoming calls when required
- Keeping Financial Planners updated on pipeline and in‑progress cases
- Working closely with Paraplanners and the review team to ensure timely production of reports
- Adding client remuneration expectations to IO and generating invoices where appropriate
- Submitting Letters of Authority and gathering required information
- Completing AML checks, including ID verification and ID3 Global processing
- Producing client valuations using IO and Figaro
- Supporting with trusts and death claims
- Acting as a subject matter expert in one or more specialist areas (e.g., trusts, DB pension transfers)
What you’ll bring: We’re looking for someone who combines technical capability with a strong client‑service mindset.
Senior Financial Planning Assistant in Devon employer: Raymond James UK
Join a dynamic and supportive team where your skills as a Senior Financial Planning Assistant will be valued and nurtured. Our collaborative work culture prioritises professional development, offering ample opportunities for growth while ensuring you play a vital role in delivering exceptional client service. Located in a vibrant area, we provide a stimulating environment that encourages teamwork and innovation, making us an excellent employer for those seeking meaningful and rewarding careers.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Financial Planning Assistant in Devon
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world and let them know you're on the lookout for new opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and client service skills. Think about real-life examples where you've excelled in accuracy and organisation, as these will really impress potential employers.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for openings that match your skills and interests, and make sure to tailor your approach to each one.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. Plus, it keeps you fresh in their minds as they make their decision.
We think you need these skills to ace Senior Financial Planning Assistant in Devon
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior Financial Planning Assistant role. Highlight your relevant experience and skills that match the job description, especially your ability to thrive in a fast-paced environment and your attention to detail.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Share specific examples of how you've supported financial planners or mentored others, and show us your passion for client service.
Showcase Your Teamwork Skills:Since teamwork is key in this role, make sure to mention any collaborative projects you've been part of. We want to see how you work with others to achieve common goals, especially in a client-focused setting.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Raymond James UK
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Familiarise yourself with the tools and software mentioned in the job description, like Intelligent Office (IO). Being able to discuss how you've used these tools in past roles will show that you're ready to hit the ground running.
✨Showcase Your Team Spirit
This role emphasises teamwork, so be prepared to share examples of how you've collaborated with others in previous positions. Think about times when you mentored someone or worked closely with Financial Planners and Paraplanners to achieve a common goal.
✨Client-Centric Mindset
Since client service is key, come armed with stories that highlight your ability to handle client queries and maintain strong relationships. Discuss how you've ensured accuracy and compliance in your work, as this will resonate well with the interviewers.
✨Ask Smart Questions
Prepare thoughtful questions that demonstrate your interest in the company and the role. Inquire about their approach to client service or how they support the development of their Financial Planning Assistants. This shows that you're not just looking for any job, but that you're genuinely interested in contributing to their team.
