Financial Planning Assistant

The Role: I am recruiting an astute Financial Planning Assistant (Financial Planning Administrator) to support with the provision of financial planning and portfolio management services to high-net-worth clients, working for an award winning and highly respected Chartered Financial Planning firm. The successful candidate will have experience of working in the financial services sector in a highly involved and responsible support capacity, however, they will not be expected to know the intricacies of financial planning as training and support will be provided. They will have exceptional organisational, communication and administrative skills, ensuring the effective and efficient delivery of all aspects of financial planning and will enjoy a highly varied and responsible role, with the opportunity to progress and study for professional exams if they so choose.

Salary and Benefits: £25-35,000 (dependant on experience) plus an exceptional benefits package including 23 days’ holiday + bank holidays + 12 wellbeing days + hybrid working + support with professional training + 10% employers’ pension contribution + income protection scheme + private medical insurance + life assurance + healthcare cash plan + cycle to work scheme.

Home Working and Flexibility: While this Financial Planning Assistant role is based in Paradigm Norton’s Exeter office (Sowton, EX2), we are happy to facilitate hybrid working.

The Company: Established in 2001, Paradigm Norton are one of the largest truly independent financial planning companies in England, servicing over 1,400 families with over £1.3 billion of assets under management and employing a team of 80 across four offices: Bristol, London, Exeter and Torquay. They are the only financial planning firm to have won the prestigious Citywire New Model Adviser Southwest award 11 times, most recently in 2020, they are a Certified B Corporation and in March 2019 became an employee-owned business. Putting the clients’ goals at the heart of the process they deliver comprehensive and bespoke financial planning, investment and portfolio management, tax and estate planning and advice on giving and philanthropy, translating complex financial issues and strategies for high-net-worth clients into workable solutions.

Financial Planning Assistant (Financial Planning Administrator), responsibilities include:

• Providing the administrative assistance and support involved in providing financial planning and portfolio management services to high-net-worth clients.
• Assisting the Client Managers with collating data and preparing for client annual reviews.
• Preparing letters of authority, obtaining policy information and updating records.
• Assisting in the production of relevant paperwork such as valuations, reports, illustrations, letters, application forms, spreadsheets, presentations and other documents as required by the team.
• Checking and updating valuations and other policy details.
• Developing relationships with clients, arranging client meetings and collating supporting documents and attending client meetings to take notes where appropriate.
• Ensuring the client database is up to date including checking and updating valuations and other policy details.
• General administration - filing and scanning documents, updating spreadsheets, typing, allocating and actioning post and answering the telephone as required.

Financial Planning Assistant (Financial Planning Administrator), Skills required:

• Previous experience in a financial services organisation. An understanding of financial planning is preferable but not essential, but you will be commercially astute with an interest in financial planning.
• Enthusiastic, keen to learn, proactive, with a proven record of taking responsibility and self-motivation.
• Excellent written and verbal communication skills, with strong analytical, administrative and organisational skills and fanatical attention to detail.
• Intelligent with high levels of numeracy and IT literacy (especially Word, Excel and Outlook) and adaptable to change.
• A strong relationship builder and excellent team player, with a caring and considerate approach.
• An affinity with the company values of 'people matter’ and 'setting the bar high’.

Dawn O’Shea is recruiting the Financial Planning Assistant (Financial Planning Administrator) directly on behalf of Paradigm Norton Financial Planning Ltd so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted within the next 14 days to discuss the role and your requirements in more detail.