Financial Planning Assistant Job in Peterborough, Cambridgeshire. Apply for the latest Peterborough, Cambridgeshire jobs in Accounting/Financial/Insurance.
Financial Planning Assistant Job in Peterborough, Cambridgeshire
Job Description
My client, a well-established Financial Planning firm located in central Peterborough are looking to bolster their administrative IFA support team.
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
Job Type: Permanent, Full Time
Location: Peterborough, Cambridgeshire
Category: Accounting/Financial/Insurance
City: Peterborough
County: Cambridgeshire
Country: United Kingdom
Salary: £20000 – £27000/annum Salary is Negotiable DOE
Benefits: Salary is Negotiable DOE
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