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Trainee Financial Planning Assistant

2 months ago

Basildon, Essex, United Kingdom Antony George Recruitment Full time

Company Overview

Antony George Recruitment is a boutique recruitment agency specializing in financial services placements. We pride ourselves on our commitment to excellence and our ability to deliver high-quality candidates to our clients.

Job Summary

We are seeking a highly motivated and detail-oriented Trainee Financial Planning Assistant to join our team. As a Trainee Financial Planning Assistant, you will play a key role in supporting our financial planning team in the preparation and maintenance of client files, preparation and implementation of recommendations, and ongoing reviews of client affairs.

Key Responsibilities

  • Preparation & Maintenance of Client Files
    • Ensure completeness of client file/data gathering
    • Confirm risk profile is determined and updated
    • Check all compliance paperwork is present
  • Preparation of Recommendations
    • Identify and obtain information necessary to compile clients recommendation/cash flow forecast.
    • Liaise with Paraplanning team & outsourced Paraplanning firm as necessary.
    • Compile draft net worth statement; income and expenditure statements and financial cash flow forecast for review by PPs.
    • Prepare information/comparisons for analysis by PP.
    • Liaise with clients' legal and tax advisers (if applicable).
    • Consider current and future allocation of assets for investment strategy with regard to the client risk profile and lifetime cash flow.
    • Obtaining additional information from providers regarding transactions/fund/research/withdrawals/annual allowances when needed.
    • Check/correct valuations.
    • Obtain illustrations, application forms, product and fund information from providers including charges, if needed.
  • Implementation of Recommendations
    • Ensure agreed action points get actioned and completed.
    • Liaise with client servicing team to process recommendations as per Advice process.
  • Preparation of Reviews
    • Prepare and coordinate review documentation including; financial planning and portfolio review as per the Annual Review Process.
    • Implement agreed actions post review.
    • Complete comprehensive meeting file notes post reviews.
  • Compliance
    • Comply with the Financial Services Acts, the FCA Statements of Principles & Code of Practice, the FCA Conduct Rules and the relevant FCA rules at all times.
    • Comply with the relevant compliance, TCF, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times.
    • Follow appropriate ethical standards within the firm at all times.
    • Ensure relevant CPD is maintained and recorded accurately.
    • Maintain all standards of performance as required by the firm.
  • Other
    • Assist PP in undertaking technical research and assist with collation of information for Investment Committee Meeting.
    • Ensure back-office systems are kept up to date.
    • Open, scan, log and allocate incoming post when needed.
    • Keep up to date with all relevant product, legislative and technical changes.
    • Conduct research into to all aspects of financial planning (e.g. product and platform research).
    • Regularly read industry press and research material to update and increase knowledge and understanding.
    • Assist your colleagues with technical enquiries and provide support when needed.

Requirements

  • Cashflow planning (at least 1 year)
  • Working towards Diploma.
  • Excellent technical knowledge of Financial Services Products.
  • Knowledge of technical financial planning tools and financial modelling software.
  • Microsoft applications

What We Offer

  • Basic salary of £35,000 - £40,000 Per Annum.
  • Flexible/Hybrid Working available (business needs dependant)
  • 12 Wellbeing Days available per annum
  • 22 Days Holiday (plus Bank Holidays)
  • Additional Paid Leave over Christmas
  • Never Work Your Birthday
  • Quarterly Team Social
  • Monthly Team Building
  • £1,000 Personal Development allowance per annum
  • Flexible Appointments Policy
  • Cycle2Work Scheme
  • Life Cover of 4 x salary
  • YuLife Reward Gateway
  • Enhanced Maternity & Paternity
  • Never Work Your Child's Birthday
  • Paid Leave for Child School Events (up to 4 a year)