Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Financial Planning Assistant, Parttime

CV Elite Ltd
Job LocationPortishead
EducationNot Mentioned
Salary£25,000 - £30,000 per annum, pro-rata
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, part-time

Job Description

Financial Planning Assistant (Financial Services Administrator), Part-Time (3 full days or 4 or 5 shorter days), £25,000 - £30,000 pro rata plus benefits including 25 days holiday (pro rata) + bank holidays + pension + private healthcare + financial support with professional training and development. I am recruiting a part-time Financial Planning Assistant (Financial Services Administrator) to work for Weston Associates IFA Ltd., a well-established firm of highly qualified and experienced Chartered Financial Advisors. Working in a small and friendly team in Portishead (Bristol, BS20), the successful Financial Planning Assistant (Financial Services Administrator) will support the Advisors in delivering a trusted and personal financial planning service to a wide range of clients.The Person: The Financial Planning Assistant (Financial Services Administrator) will be a highly motivated, enthusiastic individual with excellent administrative and customer service skills. They will have experience of working in the financial services sector, although they will not be expected to know the intricacies of financial planning as training and support will be provided.Financial Planning Assistant (Financial Services Administrator), responsibilities include:

  • Working closely with Advisors, supporting them with delivering the highest level of customer experience.
  • Preparing for and coordinate the monthly and ongoing client review process.
  • Reviewing and updating client and compliance documents such as fact finds, attitude to risk profiles and client agreements.
  • Liaising with policy providers to obtain client information.
  • Completing portfolio valuations.
  • Assisting in the production of suitability reports.
  • Producing regulatory documentation such as KFD’s, costs disclosure and complete application forms.
  • General policy enquiries and financial planning administration.
  • Developing relationships with clients, arranging client meetings and collating information.
    • Financial Planning Assistant (Financial Services Administrator), skills and experience required:
  • Previous experience in a financial services organisation with an understanding of financial services terminology (we are happy to consider candidates who have worked in any financial services environment including bank, building society, mortgages, pensions, financial planning, insurance etc.)
  • Excellent administrative and organisational skills with a great eye for detail
  • A confident manner with excellent communication skills, both verbally and in writing.
  • Strong technology aptitude with a good knowledge of Microsoft Office applications (knowledge of Intelligent Office, Truth or Morningstar software would be brilliant to have, but is not essential.
  • A team player with a "can do" attitude. There is a great team atmosphere in the office, so we are looking for individuals who are adaptable, flexible and self-motivated, prepared to work independently when required and participate fully in the successful operation of the business.
  • Interested in working towards a Diploma in Financial Planning.
    • Dawn O’Shea is recruiting the Financial Planning Assistant (Financial Services Administrator) directly on behalf of Weston Associates so NO AGENCIES PLEASE. If you are successful in being shortlisted you will be contacted within 14 days to discuss the role and your requirements in more detail. Required skills
  • Customer Service
  • Finance
  • Financial Planning
  • Financial Services
  • Administration

    • Keyskills :
    Customer Service Finance Financial Planning Financial Services Administration

    APPLY NOW

    Financial Planning Assistant, Parttime Related Jobs

    © 2019 Naukrijobs All Rights Reserved