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- Tasks: Support financial planners with admin tasks and client service while enhancing your skills.
- Company: Join Loveday & Partners, a trusted financial firm serving over 1000 clients since 2010.
- Benefits: Enjoy a competitive salary, bonuses, and flexible work options after training.
- Why this job: Be part of a community-focused company that values relationships and offers growth opportunities.
- Qualifications: Previous experience in a similar role, strong communication, and computer skills required.
- Other info: Full support for diploma qualification through CII's study route.
The predicted salary is between 28800 - 48000 £ per year.
Loveday & Partners is a Titan Group company.
Founded in 2010, Loveday & Partners has grown through word-of-mouth referrals from our many satisfied clients throughout Norfolk. We have built our success upon relationships, transparency and trust. Today we serve over 1000 families, pension funds, trusts and charities. We also work closely with advocates in the business society. Loveday & Partners are very active in the community, supporting a wide range of charities and good causes around the county.
You will play a pivotal role in supporting our financial planners in delivering comprehensive financial solutions to our clients. This position combines administrative and organisational responsibilities with a strong emphasis on client service. There is full support for you to become fully diploma qualified by following the CII’s study route. For this role, we are looking for someone who has prior relevant experience gained within a similar role.
Job Responsibility
- Office Administration – Receive incoming telephone calls and mail and handle appropriately, maintain office systems, including data management and electronic filing, make client appointments when required
- Account Processing/Report Writing– Production of review meeting documentation, processing of client applications, FE analysis and select a pension where required, record keeping on IO, research where required
- Client Service – Exceptional client service, organised and timely processing of administrative duties, prepare and update portfolios, respond to any client enquiries on administrative questions and know when to refer on
- Business Development – support events, office mailings and newsletters when asked, outbound calls to assist with mailings, support Financial Planner with key referrals, proactive suggestions for improvement, attend client appreciation events
- Self Development –complete any training requests, stay informed of system enhancements, keep abreast of compliance and regulatory requirements, train/mentor other FPAs, maintain own CPD, enhance industry knowledge
Job Requirements
- Excellent administrative, analysis and communication skills with a high standard of written English
- Good computer skills including Excel and Word
- Ability to work as part of a team as well as individually
- A high level of diligence, conscientiousness, reliability, and customer service skills
- Willingness to learn new responsibilities and keep informed of compliance and regulatory changes
- Ability to work well under pressure, maintain accuracy and prioritise workloads to meet deadlines
- Confidence and ability to liaise professionally with corporate and high calibre clients
- Ongoing self-development to maintain appropriate level of CPD for role
– Industry competitive salary.
– Opportunity to enhance earnings via a profit related bonus and a discretionary bonus arrangement, payable in January and November respectively.
– Office based with one day per week from home after successful completion of training / probationary.
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Financial Planning Assistant employer: Titan Wealth Holdings Limited
Contact Detail:
Titan Wealth Holdings Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Assistant
✨Tip Number 1
Familiarise yourself with the financial services industry, especially focusing on the role of a Financial Planning Assistant. Understanding the key responsibilities and challenges faced in this position will help you demonstrate your knowledge during interviews.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend local events or join online forums to connect with individuals who work at Loveday & Partners or similar companies. This can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Showcase your administrative and organisational skills by preparing examples of how you've successfully managed tasks in previous roles. Be ready to discuss specific situations where your attention to detail made a difference.
✨Tip Number 4
Research Loveday & Partners' community involvement and values. Being able to speak about their charitable initiatives and how you align with their mission can set you apart as a candidate who truly understands the company culture.
We think you need these skills to ace Financial Planning Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning or administrative roles. Emphasise skills such as client service, communication, and proficiency in Excel and Word, as these are crucial for the position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for financial planning and your understanding of Loveday & Partners' values. Mention how your previous experiences align with their focus on relationships, transparency, and trust.
Highlight Relevant Skills: In your application, specifically mention your administrative skills, attention to detail, and ability to work under pressure. Provide examples of how you've successfully managed workloads and met deadlines in past roles.
Show Willingness to Learn: Express your eagerness to pursue further qualifications, such as the CII diploma. This demonstrates your commitment to self-development and staying informed about compliance and regulatory changes, which is important for the role.
How to prepare for a job interview at Titan Wealth Holdings Limited
✨Showcase Your Administrative Skills
Since the role involves significant office administration, be prepared to discuss your previous experience in managing office systems, handling client appointments, and processing documentation. Highlight specific examples where you successfully maintained organisation and efficiency.
✨Demonstrate Client Service Excellence
Loveday & Partners places a strong emphasis on exceptional client service. Be ready to share instances where you went above and beyond for clients, how you handled enquiries, and your approach to maintaining strong client relationships.
✨Highlight Your Teamwork Abilities
This position requires collaboration with financial planners and other team members. Prepare to discuss how you have effectively worked as part of a team in the past, including any challenges you faced and how you overcame them.
✨Express Your Willingness to Learn
The company values ongoing self-development and staying informed about compliance and regulatory changes. Convey your enthusiasm for learning new responsibilities and how you keep up-to-date with industry knowledge, perhaps by mentioning relevant courses or training you've undertaken.
