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The Role
The role of the Financial Planning Assistant is to assist in providing administrative and technical support to the business.
Qualifications - Minimum R01
Experience - Minimum 3 years of experience in a financial planning firm
Key Contributions and Outputs
- New and existing client communications and queries
- Supporting the dealing with new enquiries and prospects
- Supporting the dealing with existing client enquiries
- Supporting the paraplanners in research and analysis to meet client needs and objectives
- Supporting the paraplanner in the processing of new business
- Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
- Contributing to the smooth running of the administrative function within the business
- Promoting the profile of the business within the profession and wider communities
- Continuous professional development to meet regulatory requirements and personal development needs
- Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
The role holder is responsible for:
- Managing new business recording and submission
- Communicating and recording product and planning analysis results
- Basic report writing
- Liaising with product providers and other relevant third parties
- Individual workflow and task delivery
- Assisting the business with:
- Preparing paperwork for client meetings
- Planning and product research
- New business submission and tracking to conclusion
- Technical filing on to business systems
- Booking client appointments
- Greeting clients to the office
- Dealing with client queries
Company benefits:25 days holiday plus bank holidaysBirthday offCycle to work scheme10 x death in servicePMIPension 5%Modern new office~Chartered firm and top 100 IFA firmAccess to Next gen planners and CII membership
The role holder will keep up to date with legislative and industry changes which affect the business and its clients.The role-holder may from time to time be required to undertake reasonable additional or other duties as are necessary to meet the needs of the business.
