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    Financial Services
    East Sussex, West Sussex, Hybrid home working

    Overview

    Financial Planning Assistant

     

    Reports to: Financial Planning Administration Manager

     

    We’re looking for an experienced Financial Planning Assistant to support our team of Financial Advisers.  This is a fantastic opportunity for someone to work closely alongside a Financial Adviser, helping them provide a seamless service to new and existing clients.

    You must have experience in a similar role and be able to demonstrate excellent organisational and administrative skills, including a good working knowledge of all Microsoft packages. Professionalism and confidentiality are key, as is the ability to think ahead and forward plan. You should also be motivated by working in a people-centric business where developing and maintaining professional relationships with colleagues and clients is essential.

    The position ideally suits a dynamic individual who has experience working within a Financial Adviser practice, as there will be a requirement to deal with a variety of tasks, necessitating a good level of financial services acumen. We’re also looking for someone who is numerate, works well under pressure, can handle a challenging workload, is adaptable and enjoys working in a fast-paced environment.

     

    What will I be doing in the role?

     

    • Manage incoming calls and emails for the Adviser.
    • Make appointments for new and existing clients, annual reviews and other meetings as required.
    • Prepare recommendations/reports that account for clients’ circumstances and needs.
    • Implement actions, such as changing existing investment holdings, as directed.
    • Providing client support required via phone, email or post.
    • Attend external events with the Adviser where required.
    • Maintaining and organising the Advisers diary.
    • Set up client files and filing.
    • Produce client specific illustrations.
    • Update client holdings, valuations, obtain share values, use analytics.
    • Analyse and interpret financial and other data and produce relevant reports.
    • Maintain detailed and accurate records.
    • Interpret instructions and issues arising and then implement actions according to administrative policies and procedures.
    • Adhere to stated policies and procedures relating to quality management.
    • Greet clients who visit the office.
    • Any other tasks as required as part of a varied role reporting to the Managing Director.

     

    What do we look for in this role?

     

    • Someone who is passionate about Financial Advice.
    • A person who is dynamic, positive, outgoing, professional and confidential in undertaking all aspects of their role.
    • Candidates must be articulate, numerate, well presented and used to dealing with people at all levels.
    • Someone that is comfortable dealing with a wide variety of tasks, often relating to different businesses to tight deadlines.
    • A team player, who is comfortable working closely with the Adviser, but is equally comfortable working on their own.
    Salary £25,000 - £30,000

    DIS, Pension, 25 days holiday, great on site facilities, PMI and half day on Fridays

    Speak to one of our consultants 0203 764 2350




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