Financial Planner Assistant

4 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 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; 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.
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.
* Obtaining new business illustrations and processing of all new business, both online and paper based, as directed by the Technical Planner.
* Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times.
* Maintain all standards of performance as required by the Company.
* 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).
* Telephone/communication skills.
* Certificate in Financial Planning or working towards (desirable).
* Experience of working in a similar customer service/sales environment in financial services (desirable).
Flexible, Adaptable and Organised
Company pension
25 days holiday
Health Cash plan
Annual pay review
Annual group bonus
Regular work social events
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