Financial Planning Assistant

Titan Wealth; Norwich; Hybrid; GBP 22,000 - 32,000; Full time

Benefits offered by this job

Profit related bonus

Discretionary bonus

Opportunity for remote work after probation

Job summary

A financial services company located in Norwich is seeking a dedicated administrative support person to assist financial planners. This full-time role focuses on exceptional client service, office administration, and business development. The ideal candidate has excellent administrative and communication skills, strong computer skills, and the ability to work efficiently under pressure. Opportunity for ongoing professional development and potential bonuses are included.

Qualifications

• Prior relevant experience in a similar role.
• Ability to work under pressure and meet deadlines.
• Ongoing self-development to maintain CPD.
• A high level of diligence, conscientiousness, reliability, and customer service skills.
• Willingness to learn new responsibilities and keep informed of compliance and regulatory changes.
• Ability to work well under pressure, maintain accuracy and prioritise workloads to meet deadlines.
• Confidence and ability to liaise professionally with corporate and high calibre clients.
• Ongoing self-development to maintain appropriate level of CPD for role.

Responsibilities

• Receive and handle incoming calls and mail.
• Maintain office systems, including data management.
• Provide exceptional client service and process administrative duties.
• Support business development and key referrals.
• Complete requested training and keep updated on compliance requirements.

Skills

Excellent administrative skills

Analysis skills

Communication skills

Good computer skills (Excel, Word)

Customer service skills

Client liaison

CPD

Time management

Willingness to learn

Compliance awareness

Tools

Excel

Word

Office Suite

Job description

Overview

Loveday & Partners is a Titan Group company. Founded in 2010, Loveday & Partners has grown through word-of-mouth referrals from our many satisfied clients throughout Norfolk. We have built our success upon relationships, transparency and trust. Today we serve over 1000 families, pension funds, trusts and charities. We also work closely with advocates in the business society. Loveday & Partners are very active in the community, supporting a wide range of charities and good causes around the county.

You will play a pivotal role in supporting our financial planners in delivering comprehensive financial solutions to our clients. This position combines administrative and organisational responsibilities with a strong emphasis on client service. There is full support for you to become fully diploma qualified by following the CII’s study route. For this role, we are looking for someone who has prior relevant experience gained within a similar role.

Responsibilities

• Office Administration - Receive incoming telephone calls and mail and handle appropriately, maintain office systems, including data management and electronic filing, make client appointments when required
• Account Processing/Report Writing – Production of review meeting documentation, processing of client applications, FE analysis and select a pension where required, record keeping on IO, research where required
• Client Service – Exceptional client service, organised and timely processing of administrative duties, prepare and update portfolios, respond to any client enquiries on administrative questions and know when to refer on
• Business Development – support events, office mailings and newsletters when asked, outbound calls to assist with mailings, support Financial Planner with key referrals, proactive suggestions for improvement, attend client appreciation events
• Self Development –complete any training requests, stay informed of system enhancements, keep abreast of compliance and regulatory requirements, train/mentor other FPAs, maintain own CPD, enhance industry knowledge

Qualifications

• Excellent administrative, analysis and communication skills with a high standard of written English
• Good computer skills including Excel and Word
• Ability to work as part of a team as well as individually
• A high level of diligence, conscientiousness, reliability, and customer service skills
• Willingness to learn new responsibilities and keep informed of compliance and regulatory changes
• Ability to work well under pressure, maintain accuracy and prioritise workloads to meet deadlines
• Confidence and ability to liaise professionally with corporate and high calibre clients
• Ongoing self-development to maintain appropriate level of CPD for role
• Industry competitive salary
• Opportunity to enhance earnings via a profit related bonus and a discretionary bonus arrangement, payable in January and November respectively

Employment details

• Employment type: Full-time
• Office based with one day per week from home after successful completion of training / probationary
• Location: Norwich, England, United Kingdom