Financial Planning Assistant

2 weeks ago

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

We are seeking a highly skilled and experienced Financial Planning Assistant to join our team at Service Service Employment Agency Limited. As a key member of our Financial Planning team, you will play a vital role in supporting our Independent Financial Planners in obtaining new business and efficiently servicing existing business.

Key Responsibilities
  • Business Development Support
    • Provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business.
  • Administration and Compliance
    • 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.
  • Client Liaison and Communication
    • 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.
    • Liaising with clients/insurance companies via a variety of methods.
  • Record Keeping and Compliance
    • 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.
Requirements
  • 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).
  • Skills and Attributes
    • 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.
  • 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

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