Financial Planning Support

5 months ago

Farnham, United Kingdom 2i Recruit Full time

Location:
- Farnham- Salary:
- £24,000 - £35,000- Type:
- Permanent- Sector:
- Accounting & Finance**Company Benefits**:

- Employee-Owned Business with Profit Share Scheme
- Quarterly Bonuses and Internal Recognition Scheme
- Death in Service
- Income Protection
- Cycle to Work
- Social Days

**Key Initial Responsibilities**:

- Input client details onto CRM system
- New business administration
- Liaise with clients for new business information, Terms of Business, tax returns
- File checking for completeness
- Liaise with product providers (e.g., for valuations, trusts, product terms)
- Help advisers with meeting preparation, new client packs, agendas etc
- Involvement in wider company projects as appropriate

**Developing Into**:

- Attend client meetings with adviser and schedule post meeting actions
- Technical research
- Completing fee estimates
- Build financial plans on Prestwood system
- Draft simple suitability letters
- Complete simple tax returns

**General Responsibilities**:

- Observe the firm’s ‘standards’, be a team player and support colleagues
- Comply with FCA conduct rules at all times
- Adhere to the relevant compliance, Consumer Duty, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud, and corruption) procedures of the firm at all times
- Keep up to date with all relevant product, legislative and technical changes and ensure relevant CPD is maintained and recorded accurately
- Respond to client contact and requests quickly and correctly
- Ensure all client files are compliant on an ongoing basis

**Experience and Skills Requirements**
- Proven interest in the industry
- Experience is preferred but not required

If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

VR/06419

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