Financial Planning Assistant
Job Type : Permanent, Full Time
Salary : £20000 – £28000/annum Salary is Negotiable DOE
My client, a well-established Financial Planning firm located in central Peterborough are looking to bolster their administrative IFA support team. This is a chance to join an outstanding firm of professionals who habe won awards for not only financial plannign advice but also for staff satisfaction.
Due to the close knit nature of this team, this role will be 100% office based, no remote working is available at present.
Role Purpose
To provide a first-class administration and support service to our team of Financial Planners, to meet and exceed the expectations of this prestigious firms loyal clients.
Principal Accountabilities
* Working in conjunction with the adviser and paraplanner, if applicable, to ensure that a very high level of financial planning support and servicing is provided to all our clients.
* To process new business in an accurate and timely manner in accordance with agreed service standards and standards for Treating Customers Fairly.
* To service on-going business and assist with delivery of our client review service in a timely manner in accordance with agreed service standards and standards for Treating Customers Fairly.
* To provide accurate fund valuations/client review packs as required for on-going client servicing and financial reporting.
* To communicate the progress of business to Managers, Directors, Clients and Consultants as appropriate.
* To foster good working relationships with Managers, Colleagues and Consultants.
* To use our internal diary system to effectively plan and prioritise workload, and to ensure client servicing is conducted as agreed.
* To contribute to day to day activities such as answering telephones, opening and distributing post, scanning and printing and ensuring telephone/office cover is maintained.
* To ensure complete and accurate client records are maintained electronically, complying with the requirements of the Data Protection Act 2018.
* To maintain continuous professional development (CPD) inline with Company policy and maintain an annual CPD log.
* To conduct project work and associated tasks as requested by Managers and / or Directors.
Examination Requirements
To achieve the Certificate in Financial Services or equivalent within 3 years of commencing the role (paid for and supportef).
Hours of work 9-5 Monday to Friday
Holiday 25 days + BH’s
Private Pension
Working from home is supported two – three days per week (once trained)
4 x death in service
Cycle to work scheme
My client support and pay for qualifications and encourage/assist study
My client is part of a lifestyle discount club offering discount on cinema tickets etc.
Biannual, discretionary, profit related pay
