At a Glance
- Tasks: Support Financial Planners in securing new business and managing client portfolios.
- Company: Join a leading employer in wealth management with a stellar reputation.
- Benefits: Enjoy 25 days holiday, company pension, health cash plan, and annual bonuses.
- Other info: Regular social events and opportunities for personal and professional development.
- Why this job: Be part of a dynamic team and grow your career in financial planning.
- Qualifications: Experience in financial services or customer support; relevant qualifications are a plus.
The predicted salary is between 30000 - 40000 £ per year.
My client is looking for an experienced Financial Planning Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision professionals. This is a new vacancy that has arisen through growth.
You will ideally have experience working in a Financial Planning environment previously, e.g. Independent financial advice practice. My client will also consider candidates from a pension or investment or other transferable admin support backgrounds. My client is one of the county's leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none.
This role is based in my client's city centre office and due to the important nature of this vacancy, the role will be permanently office based.
Role purposeTo provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business. Administration of new and existing life, pension and investment business. PA support to Financial Planner. Understanding of the provision of advice to clients in a compliant manner as detailed in the Company's Manuals.
Responsibilities- Obtaining new business illustrations and processing of all new business, both online and paper based, as directed by the Technical Planner.
- The preparation of client portfolio reports and compliance requirements for appointments.
- Detailed knowledge and understanding of the Company's record keeping requirements to ensure files meet compliance requirements.
- Ensure all dealings with customers are carried out in a professional and courteous manner.
- Liaising with clients/insurance companies via a variety of methods.
- Administration of existing business.
- Appointment making, diary-keeping.
- Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times.
- Ensure all supporting documentation is maintained as per the Company's procedures.
- Maintain all standards of performance as required by the Company.
- Maintain and record own CPD.
- Understanding a range of products provided by the Company, i.e. pensions, investment, life assurance, etc.
- Computer literate - competence with using various software, including Microsoft packages.
- Knowledge of back office administration system (desirable).
- Working towards/maintaining basic technical knowledge and qualification (desirable).
- Telephone/communication skills.
- Customer service skills.
- Certificate in Financial Planning or working towards (desirable).
- Experience of working in a similar customer service/sales environment in financial services (desirable).
- Customer-oriented, attentive to detail and takes pride in own work.
- Ability to maintain a professional manner when under pressure.
- Works well on their own and as part of a team.
- Proactive, uses initiative and takes ownership.
- Confident in contributing ideas to enable continuous improvement.
- Flexible, adaptable and organised.
- Company pension.
- 25 days holiday.
- Death in Service 3 x Salary.
- Health Cash plan.
- Annual pay review.
- Annual group bonus.
- Regular work social events.
Experienced Financial Planning Assistant in Norwich employer: Service Service Employment Agency Limited
Join a leading employer in the heart of the city, where your role as an Experienced Financial Planning Assistant will be supported by a culture of personal and financial development. With a commitment to employee growth, competitive benefits including a generous pension scheme, and a vibrant work environment that fosters teamwork and innovation, this is an exceptional opportunity for those seeking a rewarding career in financial services.
Contact Details:
Service Service Employment Agency Limited Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Experienced Financial Planning Assistant in Norwich
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Service Service Employment Agency Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Experienced Financial Planning Assistant in Norwich
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Service Service Employment Agency Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Service Service Employment Agency Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Service Service Employment Agency Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Service Service Employment Agency Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Service Service Employment Agency Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Service Service Employment Agency Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
