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- Tasks: Support financial advisers and paraplanners with client servicing and business processing.
- Company: Join an award-winning employer that values internal growth and staff development.
- Benefits: Enjoy flexible working hours, remote work options, and a generous holiday allowance.
- Why this job: Be part of a supportive culture focused on professional growth and client satisfaction.
- Qualifications: Open to all experience levels; transferable skills from finance or administration are welcome.
- Other info: Opportunity for continuous professional development and funding for qualifications.
The predicted salary is between 28800 - 43200 £ per year.
My client is an award-winning employer who promotes from within and encourages their staff to excel and better themselves. Their Norwich office is looking to bolster their numbers with the addition of a Financial Planning Assistant/Administrator. My client welcomes applicants with a variety of experience levels; you may be an experienced IFA Administrator, but my client will also consider candidates from a transferable skill set such as pension or mortgage administration.
Purpose of the Role:
- Working in conjunction with the Advisers and Paraplanners, to ensure that a very high level of financial planning support and servicing is provided to all clients.
- To process new business in an accurate and timely manner in accordance with agreed service standards and standards for Treating Customers Fairly.
- To service on-going business and assist with delivery of our client review service in a timely manner in accordance with agreed service standards and standards for Treating Customers Fairly.
- To provide accurate fund valuations/client review packs as required for on-going client servicing and financial reporting.
- To communicate the progress of business to Managers, Directors, Clients and Consultants as appropriate.
- To foster good working relationships with Managers, Colleagues and Consultants.
- To use internal diary system to effectively plan and prioritise workload, and to ensure client servicing is conducted as agreed.
- To contribute to day-to-day activities such as answering telephones, opening and distributing post, filing and archiving, and ensuring telephone/office cover is maintained.
- To ensure complete and accurate client records are maintained electronically, complying with the requirements of the General Data Protection Regulations.
- To maintain continuous professional development (CPD) in line with Company policy and maintain an annual CPD log.
- To conduct project work and associated tasks as requested by Managers and/or Directors.
Employee Benefits:
- Holiday: 25 days + BH’s
- Private Pension: 4% matched employee contribution
- Flexible working hours: 9:00 till 17:00 (core hours)
- Working from home: two days per week (post probation)
- 4 x death in service
- Biannual profit-related bonus
- Cycle to work scheme
- Funding of qualifications and encourage/assist study
Financial Planning Assistant/Administrator employer: Service Service Employment Agency Limited
Contact Detail:
Service Service Employment Agency Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant/Administrator
✨Tip Number 1
Familiarise yourself with the financial planning industry, especially focusing on the roles of Financial Planning Assistants and Administrators. Understanding the key responsibilities and skills required will help you tailor your approach during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those who work as IFA Administrators or in related roles. Attend industry events or join online forums to gain insights and potentially get referrals.
✨Tip Number 3
Demonstrate your commitment to continuous professional development by engaging in relevant training or courses. Highlight any certifications or workshops you've completed that relate to financial planning or administration.
✨Tip Number 4
Prepare for the interview by practising common questions related to client servicing and financial reporting. Be ready to discuss how you would handle specific scenarios that may arise in the role, showcasing your problem-solving skills.
We think you need these skills to ace Financial Planning Assistant/Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially in financial planning, administration, or any transferable skills from pension or mortgage administration. Use keywords from the job description to catch the employer's attention.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific reasons why you want to work for this award-winning employer and how your skills align with their needs.
Highlight Your Soft Skills: In your application, emphasise your ability to foster good working relationships and communicate effectively. These soft skills are crucial for the role, so provide examples of how you've demonstrated them in previous positions.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential in financial planning.
How to prepare for a job interview at Service Service Employment Agency Limited
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Financial Planning Assistant/Administrator. Familiarise yourself with tasks like processing new business, maintaining client records, and providing support to Advisers and Paraplanners. This will help you demonstrate your knowledge during the interview.
✨Showcase Transferable Skills
If you're coming from a different background, such as pension or mortgage administration, be ready to highlight how your skills can transfer to this role. Prepare examples of how your previous experience can contribute to effective client servicing and financial planning support.
✨Emphasise Communication Skills
Since the role involves communicating progress to various stakeholders, it's crucial to showcase your communication skills. Be prepared to discuss how you've effectively communicated in past roles, whether through written reports or verbal updates, to ensure clarity and foster good relationships.
✨Demonstrate Commitment to Professional Development
The company values continuous professional development, so be ready to discuss your commitment to learning and growth. Mention any relevant qualifications you have or are pursuing, and express your enthusiasm for further training opportunities that align with the company's goals.
