Financial Planner Assistant / Administrator

Alan Boswell Group; Norwich; On-site; GBP 23,000 - 29,000; Full time

Job summary

Alan Boswell Group is seeking a Financial Planning Administrator to join the Financial Planning Team in Norwich. You will assist with report preparation, research for meetings and support the financial planner with clients, helping to liaise with clients and providers to submit or process new business.

You will also be involved in recommending improvements to client records and processes, organising client support to the Group’s high standards, and could study toward the relevant Financial

Qualifications

• Essentially you will be working for an IFA office or financial institution and have at least two years Financial Services administration experience.
• The qualification covers the financial services market and regulatory context, investment principles, key product areas and technical/advisory skills.
• The training consists of private study and regular exams as well as on the job training, building not only on your technical skills but also on your personal and professional development.
• This is an excellent opportunity to develop your career within a company offering support and a structured career development plan and would suit those already working in the environment looking for a career to become a Financial Planner or remain in the Financial Planning Administrator position and deepen their Financial Services knowledge.

Responsibilities

• Assisting with the preparation of reports and research preparing for meetings and supporting the financial planner with clients.
• Post meeting, liaising with clients/providers to submit/process various types of new business.
• Recommending improvements to clients’ records, systems and practices and assist as and when needed.
• Organising and supporting every client as effectively and efficiently as possible to the Group’s standards and to ensure effective completion before review by Financial Planner.
• Ideally you will already have or willing to study towards the relevant qualification in Financial Planning.

Skills

Financial Services administration

Report preparation

Client liaison

Study towards qualification

Job description

• Working on a portfolio of clients within the Financial Planning Team.

• Assisting with the preparation of reports and research preparing for meetings and supporting the financial planner with clients. Post meeting, liaising with clients/providers to submit/process various types of new business.

• Recommending improvements to clients’ records, systems and practices and assist as and when needed.

• Organising and supporting every client as effectively and efficiently as possible to the Group’s standards and to ensure effective completion before review by Financial Planner.

• Ideally you will already have or willing to study towards the relevant qualification in Financial Planning.

• Essentially you will be working for an IFA office or financial institution and have at least two years Financial Services administration experience.

The qualification covers the financial services market and regulatory context, investment principles, key product areas and technical/advisory skills.

The training consists of private study and regular exams as well as on the job training, building not only on your technical skills but also on your personal and professional development.

This is an excellent opportunity to develop your career within a company offering support and a structured career development plan and would suit those already working in the environment looking for a career to become a Financial Planner or remain in the Financial Planning Administrator position and deepen their Financial Services knowledge.