Financial Planner Assistant / Administrator

Alan Boswell Group; Norwich; On-site; GBP 60,000 - 80,000; Full time

Job summary

A Financial Services firm in Norwich is looking for a Financial Planning Administrator to assist in client meetings and improve operational efficiencies. The ideal candidate should have at least two years of financial services administration experience, be organized, and have strong client liaison skills. This opportunity allows for career development towards becoming a Financial Planner or deepening knowledge in Financial Services. A relevant qualification is desired or expected to be pursued.

Qualifications

• Two years of financial services administration experience is essential.
• Willingness to study towards a Financial Planning qualification.
• Experience in an IFA office or financial institution.

Responsibilities

• Assist with preparations for meetings with clients.
• Liaise with clients/providers for new business processes.
• Recommending operational improvements for client records.

Skills

Financial Services administration experience

Excellent organizational skills

Client liaison

Education

Relevant qualification in Financial Planning

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.