Financial Planning Support Administration

Description

My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Financial Planning administration experienced candidate to join their team of successful administration professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported.

Role Purpose

To provide administrative support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings

To ensure that client records are up to date and that internal systems and processes are followed

To support and develop junior team members to enable them to be as efficient and effective as possible

Key Responsibilities

You will generate and compile documents to create accurate client review packs and check packs where appropriate

You will provide accurate and timely information liaising with providers and third parties as necessary

You will ensure a clear audit trail is maintained for all client records and that documents are saved and named correctly

You will keep Financial Planners and team members up to date with progress and escalate any concerns or complaints that may arise. Hold weekly review meetings with Financial Planners to discuss priorities and any issues arising

You will prepare for, and attend, client meetings to support Financial Planner by presenting part of the meeting as appropriate e.g. cashflow, as and when required, in conjunction with line manager approval (2-3 times a year)

You will conduct pre and post reviews, delegating to team support, as appropriate, for certain tasks.

Ensure meeting notes are issued promptly (within 2 weeks) and actions are completed

You will support and develop junior team members to enable them to undertake tasks that will benefit the team and ultimately the client

You will complete due diligence for all new business, following the new business checklist.

You will generate platform calculators to outline the costs. Highlight any queries with your line manager

You will generate template suitability letters from IO, completing the factual client and plan elements and complete the free type sections where possible.

Liaise with the Lead Support or Senior Financial Planner Support if you require assistance

In conjunction with the Financial Planner, ensure the cash weightings are checked each week and actioned

You will ensure my clients CRM software (IO) is up to date and opportunities are added and maintained regularly and correctly, in consultation with the Financial Planner

You will process all client instructions using the respective advice flow, checklists and IO event lists and tasks

You will maintain and update your talent development record, ensuring my objectives are up to date and impact of any training is recorded

You will involvement in projects and specific tasks to support your development

Essential Skills

Attention to detail/accuracy

Computer literate and data management

Analytical

Good organisational and prioritisation skills

Time management

Team working

Ability to build and maintain relationships

Communication - written and verbal

Ability to identify and raise any issues or errors

Ability to follow rules and procedures

Experience

Providing accurate and timely financial services administrative support (essential)

Good IT skills (essential)

Development of others (desirable)

Writing suitability letters (desirable)

Management of client complaints (desirable)

Knowledge

Mandatory compliance training (essential)

Knowledge of pensions and investments (essential)

Knowledge of products and services (desirable)

Platform functionality (desirable)

Use of Intelligent Office (desirable)

Skills

Attention to detail/accuracy (essential)

Computer literate and data management (essential)

Analytical (essential)

Good organisational and prioritisation skills (essential)

Time management (essential)

Team working (essential)

Ability to build and maintain relationships (essential)

Communication - written and verbal (essential)

Ability to train others (essential)

Ability to raise any issues or errors and challenge where necessary (essential)

Coaching (desirable)

Mentoring (desirable)

Leadership skills - motivating and inspiring others (desirable)

Decision making & problem solving (desirable)

Team building (desirable)

Ability to work pro-actively & on own initiative (desirable)

Creativity and innovation (desirable)

Personal attributes

Behaving in a professional manner

Trust and integrity

Curiosity and willingness to learn and improve (essential)

Willing to help and support the wider team

Willing to listen to constructive feedback & have open and honest conversations

Commercial awareness

Genuine interest in people

Development

All professional exams paid for

Personal study plans for CII professional qualifications

Paid study leave

Study books and resources paid for

Benefits

29 days holiday + office closed between Christmas and New Year + Birthday off

5% pension contribution

Flexible working

Hybrid working (after 1 year)

Profit Share

Social events

Free parking

Free drinks/fruit

Cycle to work

Length of service recognition

Discounted legal services

Life cover and income protection

Healthcare cash plan

Private health care scheme

Ad ID: 5417408050