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Financial Planning Assistant

Berkhamsted, UK
Closing date
27 Oct 2020

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Job Details


Financial Services Specialist Recruiters

Job Title: Financial Planning Assistant

Location: Berkhamsted

Benefits: Competitive salary, Pension, Holiday and great firm

Salary: £25,000 - £30,000 (Depending on Qualification and experience)

About the Company:

We are looking for an Financial Planning Assistant to support the team at a Financial adviser practice, you will be an integral part of the team who will have great progression opportunity.

The Company is a highly successful Firm of Independent Financial Advisers based in Berkhamsted It has a large portfolio of long-standing and new clients,

What Your Day to Day Duties Will Include:

·New business submission and tracking to conclusion

·Day to day client management, processing any queries which may arise

·Administration of Group Pension schemes

·Administration of Group Risk Schemes

·Liaising with clients, product providers and other relevant third parties

·Ensure back offices systems are kept up to date including client and provider data

·Issue Letters of Authority, chase for policy information, build schedules & put existing policies on the system

·Obtaining illustrations and supporting literature

·Supporting the Financial Planners in research and analysis to meet Client needs and objectives

·Be conversant with, and adhere to, Company procedures and policies and the requirements of the FCA Standards and Rules and to implement and maintain procedures as stipulated in accordance with the Rules of the FCA

What is Needed to Be Considered:

·You must have experience in fund switching, drawdown, sell down, withdrawals.

·Processing New Business Application particularly in DB area.

·An understanding of FCA regulations and guidelines relating to financial services clients

·Good communication skills (written and verbal) that are effective and meet business needs

·Ability to work under pressure and to deadlines

·IT skills commensurate with computer packages used in this industry and a knowledge of Intelligent Office would be beneficial

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
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