Senior Financial Planning Assistant

My client is one of the county's leading employers, with excellent opportunities for both personal and financial progression with a history of facilitating the growth of their staff, their reputation is second to none.

As a reputable Financial Planning firm, they are looking to compliment to their existing team of administrative professionals with the addition of a senior, experienced professional, due to the retirement of a long standing staff member.

Key Requirements

Personable, client focused, good at relationship building.

Ability to prioritise your own workload.

Good organisational skills with a strong eye for detail (essential).

To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business.

The administration of new and existing life, pension and investment business.

PA support to your assigned Financial Planner.

Understanding of the provision of advice to clients in a compliant manner as detailed in the Company's Manuals.

Assist Financial Services Manager with tasks/projects as required

Supervising, training and monitoring administration team members as and when required.

Thinking outside the box, good problem solving skills

Role Main Duties

Proactively make suggestions and assist in setting new processes/procedures to improve efficiency and knowledge within the team

Project management, as required

Dealing with day-to-day queries from staff and clients to help ensure competency within the team.

The preparation of files for appointments.

Detailed knowledge and understanding of the Company's record keeping requirements to ensure files meet compliance requirements.

Ensure all dealings with customers are carried out in a professional and courteous manner.

Liaising with clients/insurance companies via a variety of methods.

Administration of existing business.

Appointment making, diary-keeping.

Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times.

Ensure all supporting documentation is maintained as per the Company's procedures

Maintain all standards of performance as required by the Company.

Skills and Experience Required

You will ideally have three years' experience minimum of working in a Financial Services practice administration role

Knowledge of IO back office system (essential)

Understanding of a range of financial services products, e.g. pensions, investment, life assurance, etc.

Excellent working knowledge of various investment/pension platforms

Developing and maintaining technical knowledge and qualifications.

Computer skills - competence with using various software, word processing, and in-depth knowledge of back-office administration systems.

Excellent telephone and communication skills.

First-class customer service skills.

Flexibility and ability to work in a pressurised sales environment.

Ability to work as part of a team and on your own initiative.

Supervisory and training skills would be desirable.

Qualifications and Experience

Certificate in Financial Planning or working towards, Minimum RO1 or equivalent qualification

Several years' experience of working in a similar customer service/sales environment in financial services.

Personal attributes

Customer-oriented, attentive to detail and takes pride in own work

Able to prioritise own and team's workload

Ability to maintain a professional manner when under pressure

Works well on their own and as part of a team

Proactive, uses initiative and takes ownership

Confident in contributing ideas to enable continuous improvement

Flexible, Adaptable and Organised

Benefits

My client offer an excellent remuneration, with a benefits package including a pension, a cashplan scheme, and company sick pay.

My client provide training support to undertake professional qualifications for further promotional prospects

This role will be based in my clients newly refurbished office in the heart of Norwich.

Flexible working opportunities.

25 days holiday

Death in Service 3 x Salary

Annual pay review (April)

Discretionary annual group bonus

Social events