Personal Injury Trust Financial Planning Assistant

ZipRecruiter; Altrincham; On-site; GBP 32,000; Full time

Job summary

Join a forward-thinking firm specializing in holistic financial planning for those affected by life-changing injuries. As a Personal Injury Trust Financial Planning Assistant, you will provide essential administrative support to financial advisers and clients, ensuring smooth operations and adherence to regulatory standards. This role demands excellent organizational skills, attention to detail, and the ability to engage with diverse clients. If you are passionate about delivering successful outcomes and thrive in a dynamic environment, this opportunity is perfect for you. Be part of a team that makes a real difference in clients' lives.

Qualifications

• Experience in a similar role within a financial planning firm.
• Demonstrable interest in financial services and client engagement.

Responsibilities

• Prepare application forms and documents for client meetings.
• Process new business and maintain client records.
• Handle client withdrawal requests and investment top-ups.

Skills

Organisational Skills

Attention to Detail

Communication Skills

Time Management

Client Engagement

Education

Experience in Financial Services

Experience in Administration

Tools

Microsoft Office Suite

Intelliflo

Job description

Job Description

Personal Injury Trust Financial Planning Assistant

Up to £32,000

Altrincham

NJR Recruitment are working with a firm of financial planners who specialise in providing holistic independent advice to those who have suffered life changing injuries. The role of the financial planning assistant will be to deliver administrative support to the financial advisers, clients, introducers and responds to request from supporting functions.

Responsibilities:

• Prepare application forms and other documents needed for first and second meetings with new clients
• Process new business including liaising with clients and providers to ensure accurate information is obtained and recorded
• Printing and issuing physical copies of any reports
• Handling the establishments of Personal Injury Trusts after the initial viability assessment and assisting clients to open Trust Bank Accounts
• Handling client withdrawal requests in a timely manner
• Handling client top-ups to investments, and communicating with the client to provide them with progress updates and completion confirmation
• Dealing with client disengagements through encashments, transfers out and death, ensuring the back-office system is kept up to date to shut expectations, tasks and update plan records
• Dealing with incoming and out-going post
• Dealing with incoming calls to the main office line
• Maintaining client records and liaising with providers to update them on client information such as change of names, addresses
• Preparing and issuing invoices for expert witness work and any other ad-hoc fees
• Preparing and issuing as-hoc letters
• Generating MI for team meetings
• Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rule

Experience and Skill required:

• Experience in a similar role as an Administrator within an IFA/financial planning firm or someone from a Personal Injury / Trust background
• Demonstrable interest in and understanding of financial services
• Proven organisation, planning and prioritising skills
• Demonstrable level of attention to detail
• Ability to engage with diverse clients, Professional Advisers, Investment Managers, product providers and internal stakeholders
• Have passion and energy to deliver successful outcomes for our clients
• Proficient in the use of Microsoft Office suite and relevant practice and business IT systems, particularly Intelliflo
• Excellent oral and written communication skills
• Excellent time management and organisational skills
• Able to work on own initiative
• Ability to cope with tight deadlines
• Sensitivity towards vulnerable clients

If this role seems like the role for you then apply online or for further information speak to one of our specialist consultants quoting reference NJR 15694