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Senior Financial Planning Assistant
Job Posted: 2 hours ago
Salary: £ 25,000 - 35,000 / Annum
Job Type: Permanent
Location: Norwich, Norfolk
Expire in: a month
Job Description
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 eventsBefore You Apply
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