Financial Planning Assistant

Armstrong Watson

Penrith

On-site

GBP 30,000 - 40,000

Full time

14 days+

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Benefits offered by this job

Salary Sacrifice Employer Contribution Pension Scheme

Competitive Annual Leave up to 26 days

Smart Working Policy

Health Shield Cash Plan

Employee Assistance Programme

Referral Schemes for clients and employees

Ongoing access to online training

Paid professional membership fees

Subsidised social events

Job summary

A leading Accountancy and Business Advisory firm in Penrith is looking for a Financial Planning Assistant. This role involves administrative support to Financial Planning Consultants and managing client queries. Candidates should have strong organisational and communication skills, with an ambition to pursue professional qualifications. The company offers a competitive salary, comprehensive benefits, and a supportive work environment that promotes career development.

Qualifications

Experience in an administrative role in Financial Services is desirable.
Extensive administrative and customer service experience is required.
Comfortable in a fast-paced environment with a full UK Driving License preferred.

Responsibilities

Provide administrative support to Financial Planning Consultants.
Respond to client queries and maintain client records.
Liaise with Life offices and ensure compliance requirements are met.

Skills

Organisational skills

Excellent communication skills

Customer service experience

Ability to manage diaries

Problem-solving initiative

Team player

Education

Ambition to study for professional qualifications

Tools

Xplan

Job description

Overview

Senior Talent Acquisition Advisor at Armstrong Watson. Responsible for recruiting experienced talent, through to Partner grade, across all of our…

About Us

Armstrong Watson are a trusted and leading independent Accountancy and Business Advisory firm based in the North of England and Scotland. Our services and advice are all centred around our Quest to support our clients to achieve prosperity, a secure future and peace of mind, which cannot be achieved without the expertise of our dedicated and valued colleagues.

With approximately 800 colleagues situated across 19 offices, our people and our culture are at the heart of what we do. We recognise the unique impact we have on not only our clients, but also our colleagues, and the communities in which we operate. Our success is dependent on every colleague embracing all four of our core values: Honesty, Humanity, Trust and Passion.

The Role

As a result of continuous growth, we are now recruiting for a Financial Planning Assistant to join our Penrith office and wider Financial Planning Service Line.

The main purpose of this position is to provide first line administrative support to our Financial Planning Consultants, as well as be the main point of contact for a bank of clients.

The main elements of this role will include:

Providing relevant documentation to the Financial Planning Consultant ahead of client meetings
Responding to client queries
Liaising with Life offices and providers
Maintaining client records on Xplan
Ensuring accurate completion of compliance requirements
Ensuring the administrative requirements are completed for the Client Review Process

Please note that we will not be accepting candidates from agency suppliers in connection with this vacancy.

The Candidate

In order to fulfil the responsibilities of the position, we would like candidates to be / have:

Experience of working in an administrative capacity for an organisation in Financial Services (desirable not essential requirement)
Extensive administrative and customer service experience
Organised and comfortable with managing diaries / scheduling appointments
Excellent communication skills (in both written and verbal forms) and a passion for delivering exemplary service to clients
Comfortable working in a fast paced environment
A dedicated team player, and willing to assist colleagues in the team where possible
Able to prioritise workloads under strict deadlines and use initiative to solve problems
Ambition to study towards professional qualifications (which we will support) to gain knowledge and understanding relevant to the position
A Full UK Driving Licence (desirable not essential requirement)

The Benefits

In return for your hard work helping us shape our future growth and development; we will provide a competitive salary and a positive benefits package which includes:

Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4x salary) and Income Protection
Competitive Annual Leave entitlement up to 26 days, plus Bank Holidays
Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
Smart Working Policy, giving you the ability to balance home and remote working
Health Shield Cash Plan (cash back on a range of Health benefits and discounts on holidays, fashion and entertainment)
Employee Assistance Programme (24/7 confidential support for wellbeing and health)
Paid flu jabs and eye tests
Introductory Commission Scheme (financial reward if you refer a new client)
Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling you to claim up to £2,500 for each referral
Ongoing access to online training courses and materials
Paid professional membership fees
Charity of the Month
Colleague of the Month
Subsidised social events throughout the year

In addition to all the benefits you would expect from an award winning employer, you will be given the utmost encouragement and support to develop your career further.

When you're with us... we're with you.

Seniority level