Financial Planner Assistant in NRSG

My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision professionals. The role has arisen from company growth and is a brand new vacancy. You will ideally have experience working in a Financial Planning environment, such as an independent financial advice practice;

my client will also consider candidates from a pension, investment, or other transferable admin support backgrounds. My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none. This role is based in my client’s city centre office and, due to the important nature of this vacancy, is permanently office‑based.

• Provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business.
• Administration of new and existing life, pension and investment business.
• PA support to Financial Planner.
• Understand the provision of advice to clients in a compliant manner as detailed in the Company’s Manuals.

• Obtain new business illustrations and process all new business, both online and paper based, as directed by the Technical Planner.
• Prepare client portfolio reports and compliance requirements for appointments.
• Maintain detailed knowledge and understanding of the Company’s record‑keeping requirements to ensure that files meet compliance requirements.
• Ensure all dealings with customers are carried out professionally and courteously.
• Liaise with clients and insurance companies via a variety of methods.
• Administer existing business.
• Make appointments and keep diaries.
• Comply with the Company Compliance, TCF, T&C, financial crime and anti‑money laundering procedures at all times.
• Ensure all supporting documentation is maintained as per the Company’s procedures.
• Maintain all standards of performance as required by the Company.
• Maintain and record own CPD.

• Understanding of 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 and communication skills.
• Customer‑service skills.

• Certificate in Financial Planning or working towards it (desirable).
• Experience working in a similar customer‑service/sales environment in financial services (desirable).

• 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.

• Company pension.
• 25 days holiday.
• Death in service 3 x salary.
• Health cash plan.
• Annual pay review.
• Annual group bonus.
• Regular work social events.