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Financial Planning Support

enable Recruitment
Posted 17 days ago, valid for 6 days
Location

Haywards Heath, West Sussex RH16 1XP, England

Salary

£12,000 - £14,400 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A well-established independent financial advice firm is seeking to expand their support team with a detail-oriented professional passionate about financial planning and client service.
  • Candidates must have at least 2 years of experience in an administrative role within the financial services industry and possess GCSE Maths and English Language graded C or above.
  • The role involves preparing and processing business for clients, providing administrative support, maintaining client information, and ensuring compliance with regulations.
  • The position offers a basic salary of up to £34,000, along with a bonus scheme, flexible working structure, and opportunities for career progression.
  • Interested applicants can apply directly or contact Abi at enable recruitment for more information.
We are thrilled to have partnered with a well established independent financial advice firm who are actively looking to expand their support team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing bespoke advice and wealth planning expertise to their clients across the UK.If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you!What you'll be doing:
  • Preparing and processing business for new and existing clients
  • Providing administrative support for our paraplanners and IFAs
  • Maintaining the back office system with client information
  • Handling incoming queries from clients and external providers via email and telephone
  • Ensuring all files are compliant with regulations
  • Liaising with providers to gather policy information
What you need to apply:
  • 2+ years experience working in an administrative role within the financial services industry (Required)
  • GCSE Maths and English Language (or equivalent) - graded C or above (Required)
  • Excellent written and verbal communication skills
  • Attention to detail 
  • Experience in managing client expectations 
  • Desire to learn and develop 
  • Ability to work independently and as part of a team (Required)
  • Literate with MS products including Outlook, Word and Excel 
  • Prior experience working with Intelliflo Office & provider platforms
What's in it for you?
  • A basic salary of up to £34,000 dependent on experience and qualifications
  • Bonus scheme
  • Flexible working structure
  • Social opportunities throughout the year
  • Exam funding and support 
  • Progression opportunities into different areas of the business, depending on which way you see your career heading!
  • Generous annual leave allowance
What next?Hit apply or contact Abi directly!abi@enable-recruitment.co

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.