Financial Planning Assistant

FINANCIAL PLANNING ASSISTANT –  HOLMES CHAPEL- £22500 - £28000 doe

We are working with a fantastic independent company that is a major player in the financial services industry. Established over 20 years ago, the have continued to thrive and grow year on year. Working in a small team, where the average length of service is 16 years, you will be an integral part of the company to assist in their continued success.

FINANCIAL PLANNING ASSISTANT DUTIES

• Assist independent financial advisers in administering financial plans and investment proposals

• Maintain, setup and update internal client files and records

• Process account applications, transfers, and other paperwork.

• Servicing existing business i.e. Policy surrenders, fund switches, policy changes etc.

• Managing administration tasks on back-office system software

• Prepare paperwork for client meetings i.e. Valuations, new business applications, review documentation to clients

• Liaising with product providers and third parties

• Dealing with Letters of Authority

• Adhering to compliance regulations and accurate recording of data

• Liaising with team members to ensure client needs are met effectively and efficiently

• Arranging client meetings

• Emails, incoming and outgoing post and general office duties

• Telephone calls with providers and communicating with clients on the telephone and via email

FINANCIAL PLANNING ASSISTANT REQUIREMENTS

• Must have 2 years previous experience working as a Financial Planning Assistant

• Experience using Intelligent Office is preferred

• Excellent telephone and communication skills are required

• Attention to detail

• Ability to work independently or as a team member

• Training will be provided

PACKAGE AND BENEFITS

• Flexible working hours Monday to Friday. 8 hours a day between 8am-6pm so you choose hours to suit!

• Opportunity to work one day from home – after full training

• Company pension

• £25k-£28k dependent on experience

• Summer and Xmas company events

• BUPA cash back 

• 23 days holiday plus bank holidays 

• Christmas shutdown

• Day off on your birthday

• On-site parking

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In respect to the above role(s), Anderson Wright Consulting Ltd operates as an Employment Agency

FINANCIAL PLANNING ASSISTANT – HOLMES CHAPEL – £25000 - £28000