This is a fantastic opportunity to join one of the countys most stellar firms, synonymous with wealth management and a high standard of professionalism and expertise, in their field.
At present my client is looking to add a Financial Planning Assistant to complement their team of professionals, you will need to currently work in holistic financial planning and the ideal candidate will have spent a minimum of four years in the industry and previous use of Intelligent Office would be beneficial.
As a Financial Planning Assistant you will provide exceptional support to the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times.
My clients approach, together with a loyal client base and a talented team, makes joining them as a Financial Planning Assistant a great opportunity for someone who shares their ethos and values.
The role is hybrid - 3 days working from my clients Norwich office, 9am to 5pm - Monday to Friday - 2 days homebased.
I personally have a history of recruiting top talent for this organisation and the feedback I have from employees is second to none.
Key Responsibilities
You will help advisers to prepare for client reviews by:
Ensuring all client and plan information is up to date on IO
Requesting plan information from the respective providers either by post, email or direct from the provider platform. Chase regularly to ensure this is received in time for the meeting. Upload to IO once received.
Updating contributions and withdrawals using the transaction history from each provider. Link any transfers within plans
Adding the details of any missing policy information to IO as required
Validating all funds held within IO, ensuring that unit balances are recorded correctly, and any price feeds automatically pull through to produce an accurate plan value
Checking the income expectations on all the clients plans to ensure that these are correctly recorded and update as required
Collate the costs and charges information for plans held by clients ...
IFA Administrator in Norwich employer: Service Service Employment
Join a dynamic team in Hellesdon, Norwich, where your enthusiasm and customer service skills will be rewarded with a competitive salary and generous commission structure. Our supportive work culture fosters growth and development, providing you with comprehensive training and the opportunity to excel in the thriving eco home improvements and renewable energy sectors. With a focus on quality service and a commitment to employee well-being, we offer a fantastic environment for those looking to make a meaningful impact.
Contact Details:
Service Service Employment Recruitment Team
