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- Tasks: Support Financial Planning Consultants and ensure a smooth client experience.
- Company: Established professional services firm with a focus on financial planning.
- Benefits: Competitive salary, flexible working, health support, and career development opportunities.
- Why this job: Kickstart your career in financial services while making a real difference for clients.
- Qualifications: Strong organisational skills and a commitment to excellent client service.
- Other info: Enjoy a dynamic work environment with ongoing training and recognition initiatives.
The predicted salary is between 30000 - 42000 £ per year.
An established and growing professional services firm is seeking a Financial Planning Assistant to join its Financial Planning team. This is an excellent opportunity for a highly organised and client-focused individual looking to build a career within financial planning and financial services.
The role offers exposure to a wide range of administrative and client-facing responsibilities, supporting Financial Planning Consultants and acting as a key point of contact for a portfolio of clients.
The Role
As a Financial Planning Assistant, you will provide first-line administrative and client support to Financial Planning Consultants, ensuring a smooth and efficient client experience. Key responsibilities include:
- Preparing and providing relevant documentation to Financial Planning Consultants ahead of client meetings.
- Acting as a main point of contact for clients and responding promptly to queries.
- Liaising with life offices and product providers.
- Maintaining accurate client records on financial planning systems (e.g. Xplan).
- Ensuring compliance requirements are completed accurately and on time.
- Supporting the administrative elements of the client review process.
About You
To be successful in this role, you will have:
- Experience in an administrative or customer service role, ideally within financial services (desirable but not essential).
- Strong organisational skills with the ability to manage diaries and schedule appointments effectively.
- Excellent written and verbal communication skills, with a strong commitment to client service.
- The ability to work well in a fast-paced environment and manage competing priorities.
- A proactive and collaborative approach, with a willingness to support colleagues.
- Good general IT skills and attention to detail.
- The ambition to study towards professional qualifications, with full support provided.
- A full UK driving licence is desirable but not essential.
What’s on Offer
- Competitive salary.
- Employer pension scheme with life cover and income protection.
- Annual leave of up to 26 days plus bank holidays, with the option to purchase additional leave.
- Flexible and smart working arrangements, including home and remote working.
- Health cash plan and wellbeing support, including access to an employee assistance programme.
- Paid flu jabs and eye tests.
- Financial incentives through client and employee referral schemes.
- Ongoing access to online training and development resources.
- Paid professional membership fees.
- Regular recognition initiatives and subsidised social events.
- Strong encouragement and support for long-term career development.
Financial Planning Assistant in Kendal employer: Si Recruitment
Contact Detail:
Si Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant in Kendal
✨Tip Number 1
Network like a pro! Reach out to people in the financial services industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can refer you directly.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Be ready to discuss how your skills align with their needs, especially around client service and organisation. Show them you're not just another candidate!
✨Tip Number 3
Practice your communication skills! Since this role is client-facing, being able to articulate your thoughts clearly and confidently is key. Consider mock interviews with friends or family to polish your delivery.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Financial Planning Assistant in Kendal
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Assistant role. Highlight any relevant experience, especially in administrative or customer service roles, and showcase your organisational skills. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your skills align with the job. Be sure to mention your commitment to client service and your proactive approach – we love that!
Show Off Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application reflects your excellent communication skills. Keep it clear, concise, and professional, but don’t be afraid to let your personality shine through – we appreciate authenticity!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing candidates who take the initiative!
How to prepare for a job interview at Si Recruitment
✨Know Your Stuff
Before the interview, make sure you understand the basics of financial planning and the specific responsibilities of a Financial Planning Assistant. Brush up on key terms and processes, especially those related to client support and documentation preparation.
✨Showcase Your Organisational Skills
Since this role requires strong organisational abilities, be ready to discuss how you've managed schedules or handled multiple tasks in previous roles. Prepare examples that highlight your ability to keep things running smoothly, especially in a fast-paced environment.
✨Client Service is Key
Demonstrate your commitment to client service by sharing experiences where you went above and beyond for a client. Think about times when you resolved queries quickly or improved a client's experience, as this will resonate well with the interviewers.
✨Ask Smart Questions
Prepare thoughtful questions about the company’s approach to financial planning and how they support their employees' professional development. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
