Financial Planning Assistant

We are recruiting an experienced and highly organised Financial Planning Assistant to join a growing Financial Services team.

This is an excellent opportunity for an individual with Financial Services Administration experience who is looking to further develop their career within a professional and supportive environment.

Working closely with Financial Advisers and the wider support team, you will play a key role in ensuring the smooth and efficient delivery of advice services whilst providing an outstanding experience for clients.

Key Responsibilities

Arranging and confirming client meetings
Maintaining accurate client records and databases
Creating and managing electronic client files
Obtaining information from product providers
Managing Letters of Authority through to completion
Liaising with clients, providers and third parties
Producing provider illustrations and application documentation
Preparing client presentation packs and supporting documents
Processing online and paper-based applications
Monitoring new business cases through to completion
Chasing underwriting requirements for protection cases
Managing provider correspondence and documentation
Producing pre-review meeting documentation
Processing post-review administration
Preparing review reports and follow-up correspondence
Supporting the management of existing schemes
Processing annual renewals and illustrations
Assisting with the implementation of new schemes
What you'll need to succeed

Essential

Minimum 3 years' experience within Financial Services administration
Strong organisational and administration skills
Excellent attention to detail
Strong communication skills, both written and verbal
Ability to manage multiple priorities effectively
Proficiency in Microsoft Office applicationsDesirable

Knowledge of FCA regulations and compliance requirements
Experience within a Wealth Management or Independent Financial Advice environment
Senior Financial Services Administrator or Paraplanning experience
Experience using Financial Services back-office systems
Desire to work towards professional qualificationsWhat you'll get in return

Study support for professional qualifications
25 days annual leave plus bank holidays
Option to purchase up to 5 additional days holiday
Pension scheme
Health Cash Plan
Life Assurance (4x salary)
Eye care support
Regular social events
Volunteering opportunities
Employee discounts on a range of financial and legal servicesWhat you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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Only candidates based in UK and eligible to work in UK are allowed