Financial Planning Assistant/Administrator

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:

1. 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.
2. To process new business in an accurate and timely manner in accordance with agreed service standards and standards for Treating Customers Fairly.
3. 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.
4. To provide accurate fund valuations/client review packs as required for on-going client servicing and financial reporting.
5. To communicate the progress of business to Managers, Directors, Clients and Consultants as appropriate.
6. To foster good working relationships with Managers, Colleagues and Consultants.
7. To use internal diary system to effectively plan and prioritise workload, and to ensure client servicing is conducted as agreed.
8. 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.
9. To ensure complete and accurate client records are maintained electronically, complying with the requirements of the General Data Protection Regulations.
10. To maintain continuous professional development (CPD) in line with Company policy and maintain an annual CPD log.
11. To conduct project work and associated tasks as requested by Managers and/or Directors.

Employee Benefits:

1. Holiday: 25 days + BH’s
2. Private Pension: 4% matched employee contribution
3. Flexible working hours: 9:00 till 17:00 (core hours)
4. Working from home: two days per week (post probation)
5. 4 x death in service
6. Biannual profit-related bonus
7. Cycle to work scheme
8. Funding of qualifications and encourage/assist study

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