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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 finance while making a real difference for clients.
- Qualifications: Organisational skills and a passion for client service; finance experience is a plus.
- Other info: Enjoy a dynamic work environment with plenty of growth potential.
The predicted salary is between 28800 - 43200 £ 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 Northallerton employer: Si Recruitment
Contact Detail:
Si Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant in Northallerton
✨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
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. It shows your enthusiasm and professionalism, which are key in client-facing roles.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you ace your application and get noticed. Plus, it’s the best way to stay updated on new opportunities in financial planning.
We think you need these skills to ace Financial Planning Assistant in Northallerton
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 what we’re looking for. Keep it concise but engaging – we love a good story!
Showcase Your Communication Skills: Since this role involves client interaction, make sure your written application reflects your excellent communication skills. Use clear and professional language, and don’t forget to proofread for any typos – attention to detail is key!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come directly from our site!
How to prepare for a job interview at Si Recruitment
✨Know Your Financial Basics
Brush up on your financial planning knowledge before the interview. Understand key concepts and terminology that are relevant to the role, such as client management and compliance requirements. This will show your potential employer that you're serious about the position and ready to contribute.
✨Demonstrate Organisational Skills
Since the role requires strong organisational abilities, prepare examples from your past experiences where you successfully managed multiple tasks or schedules. Be ready to discuss how you prioritise your workload and ensure nothing falls through the cracks.
✨Client-Focused Mindset
Highlight your commitment to client service during the interview. Share specific instances where you went above and beyond to assist clients or resolve their issues. This will help illustrate your proactive approach and ability to maintain positive client relationships.
✨Ask Insightful Questions
Prepare thoughtful questions to ask at the end of the interview. Inquire about the team dynamics, the tools they use for client management, or opportunities for professional development. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
