Financial Planning Professional

7 days ago


Holmes Chapel, Cheshire East, United Kingdom Anderson Wright Consulting Full time

Anderson Wright Consulting is seeking an experienced Financial Planning Professional to join their team. The successful candidate will be responsible for administering financial plans and investment proposals for independent financial advisers, maintaining client files and records, and processing account applications and paperwork.

Key Responsibilities:
  • Administer financial plans and investment proposals
  • Maintain and update client files and records
  • Process account applications and paperwork
  • Servicing existing business including policy surrenders, fund switches, and policy changes
  • Manage administration tasks on back-office system software
  • Prepare paperwork for client meetings, including valuations, new business applications, and review documentation
  • Liaise with product providers and third parties
  • Deal with Letters of Authority
  • Ensure compliance regulations are adhered to and data is accurately recorded
Requirements:
  • 2 years' experience working as a Financial Planning Assistant
  • Experience using Intelligent Office is preferred
  • Excellent telephone and communication skills are required
  • Attention to detail
  • Ability to work independently or as a team member
Package and Benefits:
  • Competitive salary range: £25,000 - £28,000 per annum
  • Flexible working hours from Monday to Friday (8am-6pm)
  • Option to work one day from home after full training
  • Company pension
  • BUPA cash back
  • 23 days holiday plus bank holidays
  • Christmas shutdown
  • Day off on your birthday
  • On-site parking


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