Financial Planning Assistant

Brooks Macdonald Group plc; Norwich; On-site; GBP 24,000 - 34,000; Full time

Job summary

Brooks Macdonald Group plc is seeking an organised Sales Support Assistant to provide dedicated admin support to Financial Planning Consultants within a wealth management setting. You will handle new business processing, client communications and ensure data accuracy across systems.

Proficiency in MS Office, clear communication and the ability to manage workloads to tight deadlines are essential; flexible in-office presence is expected, with three days on-site each week.

Qualifications

• Experience providing administrative support to advisers within a wealth management organisation.
• Proficient with Microsoft Excel, Word and Outlook.
• Demonstrable pensions and investment product knowledge.
• Excellent communication skills both verbal and written.
• Prioritise and plan own workload and achieve strict time scales.
• Working towards the CII Level 4 qualification desirable.
• Knowledge of Intelligent Office desirable.

Responsibilities

• Providing an efficient new business processing service for sales consultants, completing trades/fund switches, pension switches, investment top-ups and withdrawals, and liaising with product providers.
• Providing administration support in relation to valuations and transfer of servicing.
• Providing an effective link between the client and the consultant ensuring updates on financial affairs.
• Ensuring client information is stored and updated on relevant systems with compliance.
• Issuing original policy documents and ensuring accuracy of copy documents.
• Providing post meeting administration support to consultants within timescales.
• Reporting any complaints, breaches or losses to the Compliance Manager.
• undertaking reasonable additional duties as requested by Line Manager.

Skills

Administrative support

Microsoft Excel

Microsoft Word

Microsoft Outlook

Pensions knowledge

Investment knowledge

Communication skills

Time management

CII Level 4 (desirable)

Education

CII Level 4 (desirable)

Tools

Intelligent Office

Job description

Brooks Macdonald Group plc is one of the UK's leading wealth management firms, recognised for investment performance and client service. We offer leading multi-asset investment services to intermediaries, and high-quality financial planning advice to private clients, benefitting from a strong local presence across the UK.

We offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance.

Our values (we call them our guiding principles) underpin our culture and are at the heart of everything we do:

• we do the right thing
• we are connected
• we care
• we make a difference

Role Overview

To provide dedicated, accurate and efficient sales support service for agreed Financial Planning Consultants.

Role Responsibilities

• Providing an efficient new business processing service for sales consultants, completing trades/fund switches, pension switches, investment top-ups and withdrawals, and liaising with product providers and ensuring that new business is set up correctly
• Providing administration support in relation to valuations and transfer of servicing
• Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to their financial affairs
• Ensuring that all client information is stored on the relevant system, and it is updated accurately and timely checking that all compliance requirements are met
• Issuing original policy documents to clients where appropriate and checking that copy documents / contract notes are issued within the agreed turnaround timescale ensuring they are accurate and reflect the requirements of the client
• Provide post meeting administration support to consultants ensuring that all work is completed within agreed timescales
• Ensuring that any complaints (formal or informal), breaches or losses are reported to the Compliance Manager at the earliest possible opportunity
• To undertake reasonable additional duties at the request of your Line Manager as may be required from time to time

Knowledge, Skills and Experience

• Experience providing administrative support to advisers within a wealth management organisation is desirable
• Proficient with Microsoft Excel, Word and Outlook
• Demonstrable pensions and investment product knowledge
• Excellent communication skills both verbal and written
• Prioritise and plan own workload, with an ability to effectively manage own time and achieve strict time scales
• Working towards the CII Level 4 qualification desirable
• A knowledge of Intelligent Office desirable

We value different ways of working and actively promote flexible working across our business. Collaboration is important to us as a firm, with employees required to be in the office 3 days a week, and each team having a core in-office day per week.

We're committed to promoting equal employment opportunities and positively encourage applications from suitably qualified candidates regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.