Financial Planning Assistant

We are recruiting an experienced and highly organised Financial Planning Assistant to join a growing Financial Services team.

This is an excellent opportunity for an individual with Financial Services Administration experience who is looking to further develop their career within a professional and supportive environment.

Working closely with Financial Advisers and the wider support team, you will play a key role in ensuring the smooth and efficient delivery of advice services whilst providing an outstanding experience for clients.

Key Responsibilities

• Arranging and confirming client meetings
• Maintaining accurate client records and databases
• Creating and managing electronic client files
• Obtaining information from product providers
• Managing Letters of Authority through to completion
• Liaising with clients, providers and third parties
• Producing provider illustrations and application documentation
• Preparing client presentation packs and supporting documents
• Processing online and paper-based applications
• Monitoring new business cases through to completion
• Chasing underwriting requirements for protection cases
• Managing provider correspondence and documentation
• Producing pre-review meeting documentation
• Processing post-review administration
• Preparing review reports and follow-up correspondence
• Supporting the management of existing schemes
• Processing annual renewals and illustrations
• Assisting with the implementation of new schemes

What you'll need to succeed

Essential

• Minimum 3 years' experience within Financial Services administration
• Strong organisational and administration skills
• Excellent attention to detail
• Strong communication skills, both written and verbal
• Ability to manage multiple priorities effectively
• Proficiency in Microsoft Office applications

Desirable

• Knowledge of FCA regulations and compliance requirements
• Experience within a Wealth Management or Independent Financial Advice environment
• Senior Financial Services Administrator or Paraplanning experience
• Experience using Financial Services back-office systems
• Desire to work towards professional qualifications

What you'll get in return

• Study support for professional qualifications
• 25 days annual leave plus bank holidays
• Option to purchase up to 5 additional days holiday
• Pension scheme
• Health Cash Plan
• Life Assurance (4x salary)
• Eye care support
• Regular social events
• Volunteering opportunities
• Employee discounts on a range of financial and legal services

What you need to do now


If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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