Financial Planning Support
An excellent opportunity has risen for a support role within a Financial Planning team. The role would suit a candidate who is personable, empathetic and a fast learner. There are great opportunities for progression within this organisation.
An excellent opportunity has risen for a support role within a Financial Planning team. The role would suit a candidate who is personable, empathetic and a fast learner. There are great opportunities for progression within this organisation.
Company Benefits:
- Employee-Owned Business with Profit Share Scheme
- Quarterly Bonuses and Internal Recognition Scheme
- Death in Service
- Income Protection
- Cycle to Work
- Social Days
Key Initial Responsibilities:
- Input client details onto CRM system
- New business administration
- Liaise with clients for new business information, Terms of Business, tax returns
- File checking for completeness
- Liaise with product providers (e.g., for valuations, trusts, product terms)
- Help advisers with meeting preparation, new client packs, agendas etc
- Involvement in wider company projects as appropriate
Developing Into:
- Attend client meetings with adviser and schedule post meeting actions
- Technical research
- Completing fee estimates
- Build financial plans on Prestwood system
- Draft simple suitability letters
- Complete simple tax returns
General Responsibilities:
- Observe the firm's 'standards', be a team player and support colleagues
- Comply with FCA conduct rules at all times
- Adhere to the relevant compliance, Consumer Duty, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud, and corruption) procedures of the firm at all times
- Keep up to date with all relevant product, legislative and technical changes and ensure relevant CPD is maintained and recorded accurately
- Respond to client contact and requests quickly and correctly
- Ensure all client files are compliant on an ongoing basis
Experience and Skills Requirements
- Proven interest in the industry
- Experience is preferred but not required
If you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.
Reference: 52530441
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
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