At a Glance
- Tasks: Be the first point of contact for clients and deliver exceptional service.
- Company: A friendly financial planning business that values people and growth.
- Benefits: Unlimited holiday, private medical insurance, and career progression support.
- Other info: Enjoy a supportive culture with genuine opportunities for career development.
- Why this job: Join a collaborative team and make a real impact on client experiences.
- Qualifications: Strong organisational skills and a proactive attitude; financial services experience is a plus.
The predicted salary is between 25000 - 32000 £ per year.
Due to continued business growth, we're looking for an organised Financial Planning Assistant to join a friendly and growing financial planning business that genuinely puts people first, in this newly created role. This is a fantastic opportunity for someone who enjoys building relationships, delivering exceptional client experiences, and being part of a collaborative team where your contribution truly matters. The business offers significant progression opportunities, ongoing development, and the chance to grow your career within a supportive environment.
About the Role
As the first point of contact for clients, you'll play a key role in creating an outstanding experience from start to finish. Working closely with Financial Planners and Paraplanners, you'll support both new and existing clients while helping ensure the smooth running of the business. This role is ideal for someone who is highly organised, proactive, and passionate about delivering excellent service.
Key Responsibilities
- Deliver a warm, professional, and personalised experience for clients via phone, email, and in person
- Manage client relationships and support ongoing servicing needs
- Organise client meetings and manage Financial Planner diaries
- Prepare client documentation before and after meetings
- Process new business accurately and efficiently
- Liaise with product providers and chase outstanding information
- Maintain accurate client records and update back-office systems
- Support annual reviews and forward planning meetings
- Draft client correspondence and prepare review packs
- Assist with valuations, fee reconciliation, and general administration
- Ensure compliance standards and business processes are followed
What We're Looking For
- Strong administrative and organisational skills
- Excellent communication and interpersonal abilities
- A positive, proactive attitude with great attention to detail
- Ability to manage multiple priorities effectively
- Strong Microsoft Office skills, including Word and Excel
- Someone who enjoys working collaboratively and supporting others
- Experience within financial services is advantageous but not essential
Why Join?
- Friendly, supportive, and collaborative culture
- Genuine career progression opportunities
- Opportunity to develop within a growing business
- Work closely with experienced professionals
- Be part of a company that truly values client relationships and employee development
If you're passionate about client service and looking for a role where you can grow and make a real impact, we'd love to hear from you. In return you can expect a generous benefits package to include unlimited holiday, PMI and full support and training to progress on to a Paraplanning / Advisory role. Apply today for additional information!
Trainee Financial Planning Assistant in Chelmsford employer: Sarafin Partners
Join a friendly and growing financial planning business that prioritises people, offering a supportive culture where your contributions are valued. With significant progression opportunities and ongoing development, this role as a Trainee Financial Planning Assistant allows you to build meaningful client relationships while working closely with experienced professionals. Enjoy a generous benefits package, including unlimited holiday and private medical insurance, all within a collaborative environment that fosters personal and professional growth.
StudySmarter Expert Advice🤫
We think this is how you could land Trainee Financial Planning Assistant in Chelmsford
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry, attend events, and connect on LinkedIn. Building relationships can open doors that applications alone can't.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and think about how you can contribute to their friendly, client-focused environment.
✨Tip Number 3
Showcase your organisational skills during the interview. Bring examples of how you've managed multiple priorities effectively in the past, as this role is all about keeping things running smoothly.
✨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 are proactive about joining our team.
We think you need these skills to ace Trainee Financial Planning Assistant in Chelmsford
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter to highlight your organisational skills and passion for client service. We want to see how you can bring your unique experiences to the role!
Show Off Your Communication Skills:Since you'll be the first point of contact for clients, it's crucial to demonstrate your excellent communication abilities. Use clear and friendly language in your application to reflect the warm, professional experience we aim to provide.
Highlight Your Team Spirit:We love a collaborative team player! Share examples of how you've worked with others in the past and how you can contribute to our supportive culture. It’s all about building relationships here!
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and get the ball rolling on your journey with us at StudySmarter.
How to prepare for a job interview at Sarafin Partners
✨Know the Company Inside Out
Before your interview, take some time to research the financial planning business. Understand their values, culture, and what sets them apart in the industry. This will not only help you answer questions more effectively but also show that you're genuinely interested in being part of their team.
✨Showcase Your Organisational Skills
As a Trainee Financial Planning Assistant, being organised is key. Prepare examples from your past experiences where you've successfully managed multiple tasks or projects. This will demonstrate your ability to handle the responsibilities of the role and reassure them that you can keep everything running smoothly.
✨Practice Your Communication Skills
Since you'll be the first point of contact for clients, it's crucial to convey warmth and professionalism. Practice answering common interview questions out loud, focusing on clear and confident communication. You might even want to role-play with a friend to get comfortable with client interaction scenarios.
✨Prepare Questions to Ask
Interviews are a two-way street, so come prepared with thoughtful questions about the role and the company. Ask about their approach to client relationships or how they support employee development. This shows your enthusiasm for the position and helps you gauge if it’s the right fit for you.
