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
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Contact Detail:
Service Service Employment Agency Limited Recruiting Team