Financial Planner Assistant

Service Service

Norwich

On-site

GBP 24,000 - 35,000

Full time

14 days+

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Benefits offered by this job

Company pension

25 days holiday

Death in Service 3 x Salary

Health Cash plan

Annual pay review

Annual group bonus

Regular work social events

Job summary

A leading financial services firm in Norwich is seeking an experienced Financial Planner Assistant to join their established team. This office-based role includes providing sales support, administering life, pension, and investment business, and ensuring compliance with company standards. The ideal candidate will have a background in financial services and strong customer service skills. The firm offers excellent benefits, including a company pension, holidays, and annual bonuses.

Qualifications

Understanding of pensions, investment, life assurance, etc.
Computer literate with Microsoft packages.
Knowledge of back office administration system is desirable.

Responsibilities

Provide sales support to Independent Financial Planners.
Administration of new and existing life, pension and investment business.
Prepare client portfolio reports and compliance requirements.

Skills

Customer service skills

Telephone/communication skills

Understanding a range of products

Computer literate

Education

Certificate in Financial Planning (or working towards)

Experience in financial services customer service/sales

Job description

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 clients 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 ownershipConfident in contributing ideas to enable continuous improvement
Flexible, Adaptable and Organised

Benefits