Financial Planner Assistant

3 weeks ago

Norwich, United Kingdom Service Service Full time
My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals.
You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial advice practice, my client will also consider candidates from a pension or investment or other transferable admin support backgrounds.
My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none.
This role is based in my clients city centre office and due to the important nature of this vacancy the role will be permanently office based.
Role purpose
* To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business.
* Administration of new and existing life, pension and investment business.
* PA support to Financial Planner.
* Understanding of the provision of advice to clients in a compliant manner as detailed in the Company’s Manuals.
Responsibilities
* Obtaining new business illustrations and processing of all new business, both online and paper based, as directed by the Technical Planner.
* The preparation of client portfolio reports and compliance requirements for appointments.
* Detailed knowledge and understanding of the Company’s record keeping requirements to ensure files meet compliance requirements.
* Ensure all dealings with customers are carried out in a professional and courteous manner.
* Liaising with clients/insurance companies via a variety of methods.
* Administration of existing business.
* Appointment making, diary-keeping.
* Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times.
* Ensure all supporting documentation is maintained as per the Company’s procedures.
* Maintain all standards of performance as required by the Company.
* Maintain and record own CPD.
Skills required
* Understanding a range of products provided by the Company, i.e. pensions, investment, life assurance, etc.
* Computer literate – competence with using various software, including Microsoft packages.
* Knowledge of back office administration system (desirable).
* Working towards/maintaining basic technical knowledge and qualification (desirable)
* Telephone/communication skills.
* Customer service skills.
Qualifications and experience
* Certificate in Financial Planning or working towards (desirable).
* Experience of working in a similar customer service/sales environment in financial services (desirable).
Personal attributes
* Customer-oriented, attentive to detail and takes pride in own work
* Ability to maintain a professional manner when under pressure
* Works well on their own and as part of a team
* Proactive, uses initiative and takes ownership
* Confident in contributing ideas to enable continuous improvement
* Flexible, Adaptable and Organised
Benefits
Company pension
25 days holiday
Death in Service 3 x Salary
Health Cash plan
Annual pay review
Annual group bonus
Regular work social events

  • Financial Planner Assistant

    3 weeks ago

    Norwich, United Kingdom Service Service Full time

    My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals. You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial...

  • Financial Planner

    1 month ago

    Norwich, United Kingdom Heat Recruitment Full time

    Financial Planner / IFA / CII / CISI / CAS / SPS / Wealth Management / Financial Adviser / Financial Advisor / Wealth Manager / Pensions / Investments / Financial Consultant / Financial Planning / HNW **Location -**Norfolk **Duration -** Permanent A national wealth management firm are looking to hire an experienced Financial Planner to oversee an existing...

  • Financial Planner Assistant

    2 weeks ago

    Norwich, Norfolk, United Kingdom Service Service Full time

    My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals. You will ideally have experience working in a Financial Planning environment previously e.g. Independent...

  • Financial Planner Assistant

    3 days ago

    Norwich, United Kingdom Service Service Employment Agency Limited Full time

    My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals. You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial...

  • Financial Planner Assistant

    2 weeks ago

    Norwich, Norfolk, United Kingdom Service Service Full time

    My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals. You will ideally have experience working in a Financial Planning environment previously e.g. Independent...

  • Financial Planner Assistant

    2 weeks ago

    Norwich, Norfolk, United Kingdom Service Service Full time

    My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals. You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial...

  • Financial Planning Administrator

    1 week ago

    Norwich, Norfolk, United Kingdom Service Service Full time

    My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals. You will ideally have experience working in a Financial Planning environment previously e.g. Independent...

  • Employed Financial Advisor

    4 weeks ago

    Norwich, United Kingdom Heat Recruitment Full time

    Our client is a bespoke Financial Planners, based in the heart of Norwich. Due to a mix of growth and retiring advisors, they have clients to take over for a ambitious financial planner. **The Opportunity** The opportunity here is for a Financial Advisor, with a professional and level-headed approach to come in and help take on a number of the company’s...

  • Town Planner

    4 days ago

    Norwich, United Kingdom Penguin Recruitment Full time

    The Company My client, one of the fastest growing multi-disciplinary in the UK for Planning, Architecture, Archaeology and Heritage, Master planning, Urban Design and Arboriculture and Ecology, is looking for an experience Senior Town Planner to join the team in Norwich! The successful candidate will have excellent career development opportunities, and be...

  • Town Planner

    4 days ago

    Norwich, United Kingdom Penguin Recruitment Full time

    The CompanyMy client, one of the fastest growing multi-disciplinary in the UK for Planning, Architecture, Archaeology and Heritage, Master planning, Urban Design and Arboriculture and Ecology, is looking for an experience Senior Town Planner to join the team in Norwich! The successful candidate will have excellent career development opportunities, and be...

  • Senior Town Planner

    4 days ago

    Norwich, United Kingdom Penguin Recruitment Full time

    The Company My client, one of the fastest growing multi-disciplinary in the UK for Planning, Architecture, Archaeology and Heritage, Master planning, Urban Design and Arboriculture and Ecology, is looking for an experience Senior Town Planner to join the team in Norwich! The successful candidate will have excellent career development opportunities, and be...

  • Senior Town Planner

    4 days ago

    Norwich, United Kingdom Penguin Recruitment Full time

    The CompanyMy client, one of the fastest growing multi-disciplinary in the UK for Planning, Architecture, Archaeology and Heritage, Master planning, Urban Design and Arboriculture and Ecology, is looking for an experience Senior Town Planner to join the team in Norwich! The successful candidate will have excellent career development opportunities, and be...

  • Senior Town Planner

    22 hours ago

    Norwich, United Kingdom Penguin Recruitment Full time

    The CompanyMy client, one of the fastest growing multi-disciplinary in the UK for Planning, Architecture, Archaeology and Heritage, Master planning, Urban Design and Arboriculture and Ecology, is looking for an experience Senior Town Planner to join the team in Norwich! The successful candidate will have excellent career development opportunities, and be...

  • Paraplanner / Technical Planner

    3 weeks ago

    Norwich, United Kingdom Service Service Full time

    My client is looking for an experienced Paraplanner to join their established Financial Planning team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals. My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a...

  • Paraplanner / Technical Planner

    3 weeks ago

    Norwich, United Kingdom Service Service Full time

    My client is looking for an experienced Paraplanner to join their established Financial Planning team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals.My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a...

  • Paraplanner / Technical Planner

    1 month ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    My client is looking for an experienced Paraplanner to join their established Financial Planning team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals. My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a...

  • Production Planner

    1 month ago

    Norwich, United Kingdom Select Full time

    Select is currently recruiting for an experienced Production Planner for one of our lovely clients on the outskirts of Norwich. My client is leaders within their field and due to continued success, they are looking to recruit a production planner to join their established team in Norwich.My client is looking for an organized and detail-oriented individual...

  • Production Planner

    1 month ago

    Norwich, Norfolk, United Kingdom Select Full time

    Select is currently recruiting for an experienced Production Planner for one of our lovely clients on the outskirts of Norwich. My client is leaders within their field and due to continued success, they are looking to recruit a production planner to join their established team in Norwich.My client is looking for an organized and detail-oriented individual...

  • Paraplanner / Technical Planner

    2 weeks ago

    Norwich, Norfolk, United Kingdom Service Service Full time

    My client is looking for an experienced Paraplanner to join their established Financial Planning team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals. My client is one of the county's leading employers, with excellent opportunities for personal and financial development and a...

  • Paraplanner / Technical Planner (Permanent)

    1 week ago

    Norwich, Norfolk, United Kingdom Service Service Full time

    My client is looking for an experienced Paraplanner to join their established Financial Planning team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals. My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a...