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Senior Financial Planner Support
Job Posted: 2 days ago
Salary: £ 30,000 - 35,000 / Annum
Job Type: Permanent
Location: Rushbrooke, Suffolk
Expire in: a month
Job Description
My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Senior Financial Planning Administrator to join their team of successful administration professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported (whilst progression is encouraged it is not a prerequisite of the role and those happy within the role are equally attractive in their consideration).
Purpose of role
To undertake a senior lead support role to the Financial Planners and Directors to ensure clients receive a consistent, high level of service and support
To coach and develop team members to ensure delivery of a high-quality service to clients
To ensure that client records are up to date and that internal systems and processes are followed consistently by all team members
Key responsibilities
Generate and compile documents to create accurate client review packs and check packs where appropriate
Deliver a proactive high-quality support service to Financial Planners and Directors, assisting with urgent and technical problem solving where necessary
Ensure all client correspondence is clear and accurate, arranging completion of policy analysis, liaising with providers and then the Financial Planner, retaining a full audit history of information provided
Keep Financial Planners and team members up to date with progress and manage any issues that may arise, escalating any concerns or complaints as necessary. Hold weekly review meetings with Financial Planners to discuss priorities and any issues arising
Prepare for, and attend, client meetings to support Financial Planners by presenting part of the meeting as appropriate, for example cashflow/CGT calculations, as and when required, in conjunction with line manager approval
Conduct pre and post reviews, delegating to FP/ team support, as appropriate, for certain tasks. Ensure meeting notes are issued promptly, and actions are completed
Coach and develop junior team members to enable them to undertake tasks that will benefit the team and ultimately the client.
Understanding more complex products and assisting with developing procedures for the team
Working with platforms and providers where required to ensure clients holdings are correctly managed. This includes authorising SL Wrap wizards, checking inputs to platforms and actioning instructions received to the Client Instruction Queue
Generate template suitability letters from Intelligent Office (IO) Develop other team members to enable them to learn/support this activity
In conjunction with the Financial Planner, ensure the cash weightings are checked each week and actioned
Ensure IO is up to date and opportunities are added and maintained regularly and correctly, in consultation with the Financial Planner
Ensure all client instructions are processed, using the respective advice flow, checklists and
IO event lists and tasks
Undertake and manage project activity to ensure the efficient running of the office e.g. streamlining processes and documents, create framework for checking work, ensure templates/documents are updated and in the right place, workflow management
Ensure compliance with legislation, rules and procedures at all times. Liaise with the
Compliance Manager and Team Leader when standards or processes are not adhered to
Personal Specification
Diploma qualified or equivalent experience
Other qualifications as appropriate
Management Qualification or relevant training
Good understanding of systems and processes
Providing accurate and timely financial services administrative support
Development of others
Writing suitability letters
Producing schedules for all clients
Management of client complaints
Identifying areas for improvement
Experience of dealing with a number of high-level technical queries
Experience of dealing with the most complex and challenging situations
Knowledge of pensions and investments
Sharing knowledge and best practise with others
Understanding of providers and resolving issues
Attention to detail/accuracy
Computer literate and data management
Analytical
Planning, time management and organisational
Time management
Team working
Ability to train others
Ability to build and maintain relationships
Communication – written and verbal
Ability to challenge where necessary
Ability to work proactively and on own initiative
Leadership skills - motivating and inspiring others
Coaching, mentoring and team building
Creativity and innovation
Excellent report writing and presentation skills
Decision-making and problem solving
Active listening with empathy, asking the right questions with curiosity to gain insight into people
Communicating with emotional intelligence
Communicating under pressure
Effective writing
Presenting data and information with confidence
Ability to communicate complex information in a simple way
Giving and receiving feedback
Adaptable – ability to flex your style and approach in response to different clients and different circumstances
Negotiating
Behaving in a professional manner
Trust and integrity
Curiosity and willingness to learn and improve
Commercial awareness
Genuine interest in people
Benefits
29 days holiday + office closed between Christmas and New Year + Birthday off
5% pension contribution
Flexible working
Hybrid working (two days from home)
Profit Share
Social events
Free parking
Free drinks/fruit
Cycle to work scheme
Length of service recognition
Discounted legal services
Life cover and income protection
Healthcare cash plan
Private health care scheme
Professional qualifications supported financiallyBefore You Apply
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