Financial Planner Support Specialist

2 weeks ago


Maldon, Essex, United Kingdom Antony George Recruitment Full time

About Antony George Recruitment: Our clients purpose is to revolutionise retirement planning with a burst of energy and a dash of the extraordinary.

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The Successful Candidate: You will receive a salary of £31,000-£47,000 Per Annum. Benefits include 25 days annual leave, The week off between Christmas and New Year, Never work your birthday, Half a day off for personal appointments (per appointment), Optional PMI, All exams and Training paid for, CII Membership paid for, NextGen Membership paid for, Car park season ticket paid for, 5% employer pension contribution, Profit share, 4x Death in Service, Electric car scheme, Flexible working arrangements available around client meetings.

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Job Description:

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  • Client File Management: Prepare and maintain accurate client files, ensuring all necessary documentation is compliant and up-to-date.

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  • Financial Plan Development: Collaborate with Financial Planners to create tailored financial plans, including conducting technical research and calculations to support recommendations.

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  • Ongoing Client Reviews: Regularly review and update client plans to ensure they remain aligned with their goals and comply with regulatory standards.

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  • Client Support and Communication: Act as a key point of contact for clients, providing professional support and ensuring a smooth financial planning experience.

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  • Compliance and Due Diligence: Conduct due diligence and ensure all financial plans meet regulatory requirements and industry standards.

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  • Team Collaboration and Development: Support Financial Planners and colleagues by addressing technical queries, sharing expertise, and contributing to the improvement of internal processes and standards.

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Required Skills and Qualifications: Strong technical knowledge and analytical skills, Excellent organisational and multitasking abilities, Ability to work collaboratively and support team members, High attention to detail and accuracy, Minimum 3 years' experience, Diploma in Financial Planning (DipPFS).

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Average Salary Estimate: Based on location and job requirements, the estimated average salary range is £38,000 - £43,000 per annum.



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