At a Glance
- Tasks: Support Financial Planners in delivering exceptional service and managing client portfolios.
- Company: Join a leading employer in Norwich with a strong reputation for staff development.
- Benefits: Enjoy 25 days holiday, health cash plan, and regular social events.
- Other info: Dynamic office environment with opportunities for personal and professional growth.
- Why this job: Be part of a growing team and make a real impact in financial planning.
- 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 Planning Support Specialist. Job in Norwich LilyLifestyle Jobs employer: United Cerebral Palsy of Georgia
Join a leading employer in Norwich, where your role as a Financial Planning Support Specialist will be supported by a culture of personal and financial development. With a commitment to employee growth, competitive benefits including a generous pension scheme, 25 days holiday, and regular social events, you will thrive in a collaborative environment that values your contributions and encourages continuous improvement.
Contact Details:
United Cerebral Palsy of Georgia Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Support Specialist. Job in Norwich LilyLifestyle Jobs
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for those interviews by researching the company inside out. Understand their values, services, and recent news. We want you to walk in there feeling confident and ready to show them why you’re the perfect fit for their Financial Planning team.
✨Tip Number 3
Practice makes perfect! Get a friend or family member to do mock interviews with you. This will help you articulate your experience and skills clearly, especially how they relate to the role of a Financial Planning Support Specialist.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in showing your enthusiasm for the position. We believe that a little courtesy can make a big impression on potential employers.
We think you need these skills to ace Financial Planning Support Specialist. Job in Norwich LilyLifestyle Jobs
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Financial Planning Support Specialist role. Highlight any relevant experience in financial planning or administration, and don’t forget to showcase your customer service 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 background makes you a great fit for us. Be sure to mention any specific skills or experiences that align with the job description.
Showcase Your Attention to Detail:In this role, attention to detail is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take pride in their work and can maintain high standards, so let that shine through in your application!
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 the role. Plus, it shows you’re proactive and keen to join our fantastic team!
How to prepare for a job interview at United Cerebral Palsy of Georgia
✨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 under pressure and your attention to detail.
✨Familiarise Yourself with Compliance Standards
Understanding compliance is crucial in this role. Familiarise yourself with the company's compliance requirements and be ready to discuss how you would ensure adherence to these standards in your daily tasks.
✨Show Your Initiative and Team Spirit
This position requires both independent work and teamwork. Be ready to share instances where you've taken initiative or contributed ideas for improvement, as well as how you collaborate effectively with others.
