Wealth Planning Assistant: Sales & Admin Support

Service Service; England; Presencial; GBP 26.000 - 38.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Company pension

25 days holiday

Death in Service 3 x Salary

Health Cash plan

Annual pay review

Annual group bonus

Regular work social events

Descripción de la vacante

Service Service is seeking an experienced Financial Planner Assistant to join their established Financial Planning team in a city centre office. This is a brand new vacancy created through growth, offering an exciting pathway into wealth management and retirement provision.

You will provide sales support to Independent Financial Planners, administer life, pension and investment business, and offer PA support.

Formación

• Certificate in Financial Planning or working towards (desirable).
• Experience in customer service/sales in financial services (desirable).

Responsabilidades

• Provide sales support to Independent Financial Planners to assist in obtaining new business and servicing existing business.
• Administration of new and existing life, pension and investment business.
• PA support to Financial Planner.
• Ensure compliant advice delivery as per company manuals and maintain client files.

Conocimientos

Pensions knowledge

Investment products

Life assurance

Customer service

Telephone skills

Team player

Educación

Certificate in Financial Planning

Herramientas

Microsoft Office

Descripción del empleo

Service Service is seeking an experienced Financial Planner Assistant to join their established Financial Planning team in a city centre office. This is a brand new vacancy created through growth, offering an exciting pathway into wealth management and retirement provision.

You will provide sales support to Independent Financial Planners, administer life, pension and investment business, and offer PA support.