Financial Planning Assistant

ZipRecruiter; Crewe; On-site; GBP 25,000 - 28,000; Full time

Job summary

A leading company in the financial services industry is seeking a Financial Planning Assistant in Holmes Chapel to support financial advisers and manage client-related administrative tasks. This role promises a competitive salary up to £28,000, flexible working hours, and numerous benefits including company pension and holiday allowances, promoting a supportive work environment.

Benefits

Flexible working hours

Opportunity to work from home after training

Company pension

23 days holiday plus bank holidays

Christmas shutdown

Day off on your birthday

On-site parking

Qualifications

• Must have 2 years previous experience working as a Financial Planning Assistant.
• Training will be provided.

Responsibilities

• Assist independent financial advisers in administering financial plans and investment proposals.
• Maintain, setup and update internal client files and records.
• Processing account applications, transfers, and other paperwork.

Skills

Attention to detail

Excellent telephone and communication skills

Ability to work independently or as a team member

Tools

Intelligent Office

Job description

Job Description

FINANCIAL PLANNING ASSISTANT – HOLMES CHAPEL- UP TO £28000 + EXCELLENT BENEFITS

We are working with a fantastic independent company that is a major player in the financial services industry. Established over 20 years ago, the have continued to thrive and grow year on year. Working in a small team, where the average length of service is 16 years, you will be an integral part of the company to assist in their continued success.

FINANCIAL PLANNING ASSISTANT DUTIES

• Assist independent financial advisers in administering financial plans and investment proposals• Maintain, setup and update internal client files and records• Process account applications, transfers, and other paperwork.• Servicing existing business i.e. Policy surrenders, fund switches, policy changes etc.• Managing administration tasks on back-office system software• Prepare paperwork for client meetings i.e. Valuations, new business applications, review documentation to clients• Liaising with product providers and third parties• Dealing with Letters of Authority• Adhering to compliance regulations and accurate recording of data• Liaising with team members to ensure client needs are met effectively and efficiently• Arranging client meetings• Emails, incoming and outgoing post and general office duties• Telephone calls with providers and communicating with clients on the telephone and via email

FINANCIAL PLANNING ASSISTANT REQUIREMENTS

• Must have 2 years previous experience working as a Financial Planning Assistant• Experience using Intelligent Office is • Excellent telephone and communication skills are required• Attention to detail• Ability to work independently or as a team member• Training will be provided

PACKAGE AND BENEFITS

• Flexible working hours Monday to Friday. 8 hours a day between 8am-6pm so you choose hours to suit!• Opportunity to work one day from home – after full training• Company pension• £25k-£28k dependent on experience• Summer and Xmas company events• BUPA cash back • 23 days holiday plus bank holidays • Christmas shutdown• Day off on your birthday• On-site parking

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In respect to the above role(s), Anderson Wright Consulting Ltd operates as an Employment Agency

FINANCIAL PLANNING ASSISTANT – HOLMES CHAPEL- UP TO £28000 + EXCELLENT BENEFITS