At a Glance
- 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, company pension, health cash plan, and annual bonuses.
- Other info: Dynamic office environment with regular social events and professional development.
- 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 28800 - 43200 £ 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 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
Financial Planner Assistant in London employer: Service Service
Join a leading employer in the heart of the city, where your role as a Financial Planner 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 excellent opportunity for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planner Assistant in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions specific to financial planning roles. Think about how your previous experience aligns with the responsibilities listed in the job description. We want you to shine when it’s your turn to impress!
✨Tip Number 3
Showcase your skills! Bring along examples of your work or case studies that highlight your understanding of financial products and customer service. This will help you stand out as a candidate who truly gets the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search. Let’s get you that Financial Planner Assistant role!
We think you need these skills to ace Financial Planner Assistant in London
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, pensions, or investment admin support. We want to see how your background aligns 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 joining our team and how your skills can contribute to our success. Keep it professional but let your personality come through!
Showcase Your Skills:Don’t forget to highlight your customer service skills and attention to detail. These are key in our industry! Mention any specific software you’re familiar with, especially if it relates to financial services.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Plus, it’s super easy!
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 administration skills, so come ready to discuss how you manage your time and keep track of multiple tasks. Mention any tools or systems you use to stay organised, especially if you have experience with back office administration systems.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company’s growth, team dynamics, and opportunities for personal development. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
