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- Tasks: Support Financial Planners in obtaining new business and managing client portfolios.
- Company: Join a leading employer in wealth management with a strong reputation.
- Benefits: Enjoy 25 days holiday, health cash plan, and regular social events.
- Other info: Office-based role with a focus on professional development and compliance.
- Why this job: Kickstart your career in finance with growth opportunities and a supportive team.
- Qualifications: Experience in financial services or customer support is a plus.
The predicted salary is between 30000 - 40000 £ per year.
My client is looking for an experienced Financial Planner 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 role has arisen out of company growth and is a brand new vacancy. 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 purpose: To 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.
Skills required:
- 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.
Qualifications and experience:
- Certificate in Financial Planning or working towards (desirable).
- Experience of working in a similar customer service/sales environment in financial services (desirable).
Personal attributes:
- 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.
Benefits:
- Company pension.
- 25 days holiday.
- Death in Service 3 x Salary.
- Health Cash plan.
- Annual pay review.
- Annual group bonus.
- Regular work social events.
Financial Planner Assistant in England employer: Service Service
Contact Detail:
Service Service Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planner Assistant in England
✨Network Like a Pro
Get out there and connect with people in the financial planning world! Attend industry events, join relevant online groups, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!
✨Ace the Interview
When you land that interview, make sure you’re prepared! Research the company, understand their values, and think about how your experience aligns with their needs. We want you to showcase your skills confidently and show them why you’re the perfect fit for their team.
✨Follow Up
After your interview, don’t forget to send a thank-you email! It’s a simple gesture that shows your appreciation and keeps you fresh in their minds. We believe this can really set you apart from other candidates.
✨Apply Through Our Website
If you see a role that catches your eye, apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals to join our growing team, so don’t hesitate!
We think you need these skills to ace Financial Planner Assistant in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planner Assistant role. Highlight any relevant experience in financial planning, customer service, or administration. We want to see how your background fits with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how your skills align with our needs. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Skills: Don’t forget to highlight your computer literacy and any experience with financial products. Mention specific software you’re familiar with, as well as your customer service skills. We’re keen on candidates who can hit the ground running!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re proactive – a quality we really value!
How to prepare for a job interview at Service Service
✨Know Your Financial Products
Make sure you brush up on your knowledge of financial products like pensions, investments, and life assurance. Being able to discuss these confidently will show that you understand the industry and can support the Financial Planners effectively.
✨Demonstrate Your Customer Service Skills
Since this role involves liaising with clients, be prepared to share examples of how you've provided excellent customer service in the past. Highlight your ability to maintain professionalism and courtesy, even under pressure.
✨Showcase Your Organisational Skills
The job requires strong admin skills, so come ready to discuss how you manage your time and keep things organised. Mention any tools or systems you use to stay on top of tasks, as this will resonate well with the interviewers.
✨Prepare Questions About Compliance
Understanding compliance is crucial in this role. Prepare thoughtful questions about the company's compliance procedures and how they ensure adherence to regulations. This shows you're serious about maintaining high standards in your work.