At a Glance
- Tasks: Support clients and ensure smooth operations in a friendly financial planning team.
- Company: A growing financial planning business that prioritises people and relationships.
- Benefits: Unlimited holiday, private medical insurance, and career progression opportunities.
- Other info: Collaborative culture with ongoing development and mentorship from experienced professionals.
- Why this job: Join a supportive environment where your contributions truly matter and make an impact.
- Qualifications: Strong organisational skills and a proactive attitude; experience in finance 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 Essex 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 work closely with experienced professionals while delivering exceptional client experiences. 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 Essex
✨Tip Number 1
Network like a pro! Reach out to people in the financial planning industry on LinkedIn or at local events. Building relationships can open doors and give you insider info about job opportunities.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and think about how your skills align with their mission. This will help you stand out as a candidate who truly gets what they’re about.
✨Tip Number 3
Practice your communication skills! Since this role is all about client interaction, being able to articulate your thoughts clearly and confidently is key. Consider mock interviews with friends or family to sharpen your delivery.
✨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 take that extra step to connect with us directly.
We think you need these skills to ace Trainee Financial Planning Assistant in Essex
Some tips for your application 🫡
Show Your Organisational Skills:As a Trainee Financial Planning Assistant, being organised is key! Make sure your application highlights any experience you have in managing schedules or client relationships. We want to see how you can keep things running smoothly!
Communicate Clearly:Since you'll be the first point of contact for clients, your written communication needs to shine. Use clear and professional language in your application, and don’t forget to showcase your interpersonal skills. We love a friendly tone!
Tailor Your Application:Take a moment to read through the job description and align your experiences with what we’re looking for. Mention specific skills like Microsoft Office proficiency or your proactive attitude. This shows us you’re genuinely interested in the role!
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 don’t miss out on any important updates. Plus, it’s super easy to do!
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 the services they offer. 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 impress your interviewers.
✨Practice Your Communication Skills
Since you'll be the first point of contact for clients, strong communication skills are essential. Practice articulating your thoughts clearly and confidently. You might even want to do a mock interview with a friend to get comfortable with speaking about your experiences and how they relate to client service.
✨Prepare Questions to Ask
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and opportunities for growth. This shows that you're not just interested in the job, but also in how you can contribute to and grow within the company.
