Experienced Financial Planning Assistant

2 weeks ago

City of London Greater London, United Kingdom Buzzacott LLP Full time

Were a trusted team of 16 people, including 3 partners, who work closely with private clients and organisations. They rely on us to provide ongoing independent financial planning advice at various key stages of their lives.
We are looking for a Financial Planning Assistant to provide quality and efficient administrative support, in order to assist with the smooth running of the private client side of the team, thereby allowing the advisers to concentrate on client work.
Facilitate arranging investments/policies/contracts for clients and liaising with the various parties concerned.
Prepare accurate documentation to agreed timeframes for annual and half yearly review meetings, using our back-office system Xplan.
Act as a trouble-shooter in sorting out client related problems, providing support for the Client Managers, Advisers and Providers.
Preparing application forms and other documents for new account set ups / transfer; Use appropriate systems and processes to submit new business and record this on our back-office system compliantly; Contribute to and take an active part in project work within the team and provide input as and when required to help to constantly improve processes and the service provided.
Ensure Anti-Money Laundering requirements are met in respect of all new business and client files generally.
GCSE (x5) including English and Maths at grade B / Level 6 or equivalent
Experience working in an IFA Firm and in dealing with private clients who are accustomed to a high quality of service; Good knowledge of MS office applications and IFA systems
Team player, works well under pressure, proactive, quick learner, flexible, approachable
Experience with a wide range of investments, pensions and other products that may be arranged for clients.
We have a firmly embedded approach to flexi-time and support flexible working opportunities to help you manage your work-life balance.

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