Financial Planning Assistant/Administrator (hybrid)

My client is an award-winning employer who promote from within and encourage their staff to excel and better themselves, their Norwich office is looking to bolster their numbers with the addition of a Financial Planning Assistant/Administrator.

My client welcomes applicants with a variety of experience levels, you may be an experienced IFA Administrator, but my client will also consider candidates from a transferable skill set such as pension or mortgage administration.

The purpose of this role is to provide first-class administration and support service to our team of Financial Planners, to meet and exceed the expectations of clients.

Purpose of the role

• Working in conjunction with the Advisers and Paraplanners, to ensure that a very high level of financial planning support and servicing is provided to all clients.
• To process new business in an accurate and timely manner in accordance with agreed service standards and standards for Treating Customers Fairly.
• To service on-going business and assist with delivery of our client review service in a timely manner in accordance with agreed service standards and standards for Treating Customers Fairly.
• To provide accurate fund valuations/client review packs as required for on-going client servicing and financial reporting.
• To communicate the progress of business to Managers, Directors, Clients and Consultants as appropriate.
• To foster good working relationships with Managers, Colleagues and Consultants.
• To use internal diary system to effectively plan and prioritise workload, and to ensure client servicing is conducted as agreed.
• To contribute to day to day activities such as answering telephones, opening and distributing post, filing and archiving and ensuring telephone/office cover is maintained.
• To ensure complete and accurate client records are maintained electronically, complying with the requirements of the General Data Protection Regulations.
• To maintain continuous professional development (CPD) in line with Company policy and maintain an annual CPD log.
• To conduct project work and associated tasks as requested by Managers and / or Directors

Employee Benefits

• Holiday 25 days + BH’s
• Private Pension
• Flexible working hours, 9:00 till 17:00 (core hours)
• Working from home, two days per week (post probation)
• 4 x death in service
• Biannual profit related bonus
• Funding of qualifications and encourage/assist study