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Financial Planning Assistant

North Oak Recruitment Ltd
Job LocationEast Midlands Airport, Castle Donington
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Financial Planning Assistant / Client Services AssistantLeicestershire/Derbyshire Border (our Ref AL1098)Competitive starting salary + excellent benefitsHere we have a fantastic opportunity to join one of the most successful financial planning firms in the UK. So, if you are looking to begin an exciting career in the Financial Planning industry, or have not long started out, read onThis is an entry level role which will support you in building the foundations and knowledge you need for a successful career. Its a great steppingstone to progress into other roles, such as a client services associate or paraplanner, depending on yourstrengths and aspirations.As a successful Financial Planning/ Client Services Assistant, you will support the Client Services Associate in the administration of clients data and provide day to day administrative support to the team.What youll be up to

  • Management of prospects: working with the Relationship Managers to manage leads, coordinate initial meetings and prepare relevant documentation.
  • Update and maintain client data on Xplan: keeping the information accurate, up to date and compliant.
  • Review meeting preparation: prepare documents and obtain updates and valuations from providers.
  • Sending and chasing Letters of Authority.
  • General office administration: management of post, printing, booking meeting rooms etc.
  • Supporting the wider Client Services team with any ad-hoc requests.
What were looking forThe Client Services Assistant is an important role that sits in the heart of the team so to really pull it off you need to be/have:
  • Passion for Financial Planning
  • Someone that enjoys administration, organisation and loves providing support to the team
  • Comfortable engaging with clients, providers and other team members.
  • A true team player.
  • Excellent communication skills with an ability explain things simply and clearly.
  • Great attention to detail.
  • Able to work well under pressure and organise a busy workload.
  • Self-motivated to learn both on the job and through study, working towards the Diploma in Financial Planning.
This is an ideal role for someone who is looking to focus on this as their long-term career aspiration.The reward package reflects the fact that their people are at the heart of their culture so you can expect a very generous benefits package along with the attractive basic salary.If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, youcan of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Keyskills :
Administration DutiesFinancial PlanningFinancial ServicesInvestmentsWealth Management

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