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TEMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
Location:Bury St Edmunds
Benefits:- Life Cover
- Income Protection
- Cycle to Work Scheme
- Competitive Salary
- Hybrid Working
- Electric Vehicle Scheme
- Free Parking, Free Drinks, Free Fruit
- Progression Opportunities
Our client is a well-established financial advisory firm, founded in 1988, renowned for offering a comprehensive range of financial services. These include investment management, retirement planning, estate planning, and employee benefits advice. The company has built a strong reputation for delivering tailored financial solutions to individuals, businesses, and trusts.
Day-to-Day Duties:- Generate and compile documents to create accurate client review packs, ensuring all necessary checks are completed.
- Provide timely and accurate information, liaising with providers and third parties as needed.
- Maintain a clear audit trail for all client records, ensuring documents are correctly saved and named.
- Keep Financial Planners and team members informed of progress, escalating any concerns or complaints as they arise.
- Hold weekly review meetings with Financial Planners to discuss priorities and address any issues.
- Prepare for and attend client meetings to support Financial Planners, presenting parts of the meeting as needed (2-3 times a year).
- Conduct pre- and post-reviews, delegating tasks to team support where appropriate, ensuring meeting notes are issued promptly and actions are completed.
- Support and mentor junior team members, enabling them to undertake tasks that benefit the team and clients.
- Complete due diligence for all new business, following the new business checklist, and generating platform calculators to outline costs.
- Generate template suitability letters from IO, completing the factual client and plan elements, and liaising with the Lead Support or Senior Financial Planner Support for assistance as needed.
- Work with Financial Planners to ensure cash weightings are checked and actioned weekly.
- Ensure IO is up to date, with opportunities added and maintained regularly and correctly.
- Process all client instructions using the respective advice flow, checklists, and IO event lists.
- Participate in projects and specific tasks to support your development.
- Experience:At least two years of administration experience in a financial planning company.
- Qualifications:Working towards the Diploma in Financial Planning.
- Skills:
- Proficiency in using IO.
- Strong attention to detail and accuracy.
- Computer literacy and data management.
- Analytical thinking.
- Good organizational and prioritization skills.
- Effective time management.
- Ability to work well in a team.
- Strong communication skills, both written and verbal.
- Ability to train others.
- Ability to raise and address issues or errors as necessary.
Apply today to be considered for this opportunity!
If suitable, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. We will also explore other relevant opportunities that match your skills and motivations.
Due to the high volume of responses, we regret that we are unable to provide feedback to all applicants. If you do not hear back within 7 days, please assume your application was not successful.
