Financial Planning Assistant (entry level, no IFA experience required) Job in NR7 0WG, Thorpe End, Norfolk. Apply for the latest NR7 0WG, Thorpe End, Norfolk jobs in Accounting/Financial/Insurance.
Financial Planning Assistant (entry level, no IFA experience required) Job in NR7 0WG, Thorpe End, Norfolk
Job Description
My client is a reputable and well established wealth management firm with offices east of Norwich.
At present my client is looking to add a Financial Planning Assistant to complement their team of professionals, you do not need to have works in holistic financial planning previously, but the ideal candidate will be confident in dealing with clients in a professional and friendly manner so someone from banking or a similar professional sector such as law would be of strong consideration.
This is a full time vacancy however for the right person my client will consider someone seeking part time hours, they already offer flexible working and hybrid working from home, though this role would be predominantly office based as it will be client facing, so one day working at home would be available.
As a Financial Planning Assistant you will provide exceptional support to the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times.
My clients approach, together with a loyal client base and a talented team, makes being a Financial Planning Assistant a great opportunity for someone who shares my clients ethos and values.
Role Overview
To support the Financial Planners in a variety of ways, ensuring a fully compliant service and excellent client experience is maintained at all times, with a view to developing your industry knowledge.
Office Administration – You will receive incoming telephone calls and mail and handle appropriately, maintain office systems, including data management and electronic filing, make client appointments when required.
Account Processing/Report Writing – You will carry out the production of review meeting documentation, processing of client applications, FE analysis and Selectapension where required, record keeping on IO, research where required.
Client Service – You will possess exceptional client service skills, you will be organised and carry out timely processing of administrative duties, preparation and updating of portfolios, respond to any client enquiries on administrative questions and know when to refer on.
Business Development – You will support events, office mailings and newsletters when asked, outbound calls to assist with mailings, support Financial Planner with key referrals, proactive suggestions for improvement, attend client appreciation events
Self-Development – You will complete any training requests, stay informed of system enhancements, keep abreast of compliance and regulatory requirements, train/mentor other FPAs, maintain own CPD, enhance your industry knowledge
You will need:
• Excellent administrative, analysis and communication skills with a high standard of written English
• Good computer skills including Excel and Word
• The ability to work as part of a team as well as individually
• A high level of diligence, conscientiousness, reliability, and customer service skills
• A willingness to learn new responsibilities and keep informed of compliance and regulatory changes
• The ability to work well under pressure, maintain accuracy and prioritise workloads to meet deadlines
• Confidence and ability to liaise professionally with corporate and high calibre clients
• Ongoing self-development to maintain appropriate level of CPD for role
Benefits:
An industry competitive salary starting at circa £23,000.00
The opportunity to enhance your earnings via a profit related bonus, payable biannually
26 days holiday PA, plus bank holidays
Working hours are flexible – e.g. 8.30-16:30 with one hour for lunch, or 9.00-17.00 with one hour for lunch, 35 hours per week.
3 times death in service policy
Private Medical Insurance
Electric car scheme
Job Type: Permanent, Full Time
Location: NR7 0WG, Thorpe End, Norfolk
Category: Accounting/Financial/Insurance
City: Thorpe End
County: Norfolk
Country: United Kingdom
Salary: £22000 – £23000/annum
Benefits:
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