FINANCIAL PLANNING ASSISTANT – HOLMES CHAPEL- £25000 - £28000 DOE

We are working with a fantastic independent company that is a major player in the financial services industry. Established over 20 years ago, the have continued to thrive and grow year on year. Working in a small team, where the average length of service is 16 years, you will be an integral part of the company to assist in their continued success.

FINANCIAL PLANNING ASSISTANT REQUIREMENTS

· Must have 2 years previous 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
· Training will be provided

· Assist independent financial advisers in administering financial plans and investment proposals
· Maintain, setup and update internal client files and records
· Process account applications, transfers, and other paperwork.
· Servicing existing business i.e. Policy surrenders, fund switches, policy changes etc.
· Managing administration tasks on back-office system software
· Prepare paperwork for client meetings i.e. Valuations, new business applications, review documentation to clients
· Liaising with product providers and third parties
· Dealing with Letters of Authority
· Adhering to compliance regulations and accurate recording of data
· Liaising with team members to ensure client needs are met effectively and efficiently
· Arranging client meetings
· Emails, incoming and outgoing post and general office duties
· Telephone calls with providers and communicating with clients on the telephone and via email