FINANCIAL PLANNING ASSISTANT – HOLMES CHAPEL- £22500 - £28000 doe We are working with a fantastic independent company that is a major player in the financial services industry.
Established over 20 years ago, the have continued to thrive and grow year on year.
Working in a small team, where the average length of service is 16 years, you will be an integral part of the company to assist in their continued success.
FINANCIAL PLANNING ASSISTANT DUTIES • Assist independent financial advisers in administering financial plans and investment proposals • Maintain, setup and update internal client files and records • Process account applications, transfers, and other paperwork.
• Servicing existing business i.e.
Policy surrenders, fund switches, policy changes etc.
• Managing administration tasks on back-office system software • Prepare paperwork for client meetings i.e.
Valuations, new business applications, review documentation to clients • Liaising with product providers and third parties • Dealing with Letters of Authority • Adhering to compliance regulations and accurate recording of data • Liaising with team members to ensure client needs are met effectively and efficiently • Arranging client meetings • Emails, incoming and outgoing post and general office duties • Telephone calls with providers and communicating with clients on the telephone and via email FINANCIAL PLANNING ASSISTANT REQUIREMENTS • Must have 2 years previous experience working as a Financial Planning Assistant • Experience using Intelligent Office is preferred • Excellent telephone and communication skills are required • Attention to detail • Ability to work independently or as a team member • Training will be provided PACKAGE AND BENEFITS • Flexible working hours Monday to Friday.
8 hours a day between 8am-6pm so you choose hours to suit!
• Opportunity to work one day from home – after full training • Company pension • £25k-£28k dependent on experience • Summer and Xmas company events • BUPA cash back • 23 days holiday plus bank holidays • Christmas shutdown • Day off on your birthday • On-site parking Follow us on twitter #awconsultingltd In respect to the above role(s), Anderson Wright Consulting Ltd operates as an Employment Agency FINANCIAL PLANNING ASSISTANT – HOLMES CHAPEL – £25000 - £28000