Financial Planning Assistant

Recruiter
NJR Recruitment
Location
Bath, UK
Salary
Competitive
Posted
19 Jun 2019
Closes
27 Jun 2019
Ref
1178924628
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Our Client, a credible, ambitious and chartered firm of Independent Financial Advisers with three offices across the South West are now looking to recruit an ambitious individual to join their Wealth Management Team.
This is an incredible opportunity working for a business that truly appreciates, and takes care of its staff. With a real family feel to the environment, our Client operates a 'work hard, play hard' culture, and they are keen to recruit industry talented individuals to compliment the current team in Bath.
Offering a competitive salary and bonus, plus an excellent benefits package, including PM, DIS, Pensions, 25 days holiday, and fresh fruit!! This is a truly unique opportunity to enhance your career.
Working within a busy team environment, daily duties will be varied consisting of;
Responsibilities
  • Engage with customers and build strong, professional, lasting relationships
  • Handle all incoming calls/emails in a professional and efficient manner
  • Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner
  • Record annual review dates on the back office system and monitor regularly
  • Plan, book and prepare for all annual review meetings ensuring none are missed
  • Work with the Financial Planner to ensure that all customers are receiving the service they are paying for and expect.
  • Process all new business ensuring all transactions are tracked through to accurate and timely completion
  • Create and update client platform account records
  • Act as mediator between Financial Planner/Client and Team Admin on technical queries relating to Money Laundering checks including Referrals & Beneficial Owner queries
  • Issue progress reports to customers at two week intervals when dealing with lengthy transactions
  • Produce and issue client fee invoices
  • Proactively review investment portfolios and platform accounts on a regular basis ensuring that all are in order and any necessary work is carried out e.g. topping up of cash accounts

The successful candidate will need to have previous experience working within the Financial Services environment with Knowledge Investment Wrap Platforms and hold FPC 1 and 2 or equivalent CF qualifications. You will have extensive experience working with Microsoft Office products including Word, Excel, Outlook and PowerPoint as well as having solid communication and articulations skills.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please contact one of our specialist consultants quoting REF: NJR9201

This job was originally posted as www.totaljobs.com/job/86841945

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