Financial Planning Assistant - Hulbert West Financial Planners : Job Details

A fantastic opportunity has arisen for a Financial Planning Assistant to join our Independent Financial Planning practice based south of Norwich. The successful candidate would be a key member of our team, who work together to provide financial advice to predominantly high net worth clients.

The role offers the chance for real career progression in a supportive, friendly working environment.

Your duties will include:

• Providing an efficient administration service for Financial Advisers; assisting the Advisers in the processing of new business and the servicing of existing clients
• Populating and maintaining client records within our database
• Producing all the relevant paperwork for the client, on behalf of the Adviser, including client review packs, illustrations and valuations
• Processing all new business documentation in accordance with the agreed service and quality standards
• Dealing with queries from clients, Advisers or colleagues, taking the appropriate action to ensure the query is dealt with in a timely and effective manner
• Delivering excellent client service in accordance with Financial Conduct Authority guidelines, internal policy and procedure and company service standards

The successful candidate will be an experienced administrator who will have:

• Ideally, at least three years’ experience of working in the financial services industry
• Ideally, experience of working in an IFA Practice
• A good understanding of pension, investment and protection products
• A good working knowledge of Excel, Word and Outlook
• Ideally, knowledge of Intelliflo Intelligent Office, Elevate and Aviva Platforms
• Excellent verbal and written communication skills
• An excellent telephone manner
• The ability to complete in depth work to a high standard, with a focus on attention to detail, under their own initiative.
• The ability to be highly organised, proactive and enthusiastic, with a friendly, outgoing personality and the aptitude to learn new skills quickly.
• The ability to be a good team player and work well within a team environment.

The role attracts a salary of £23,000 - £26,000, dependent upon experience, with 33 days holiday per annum (including bank holidays), pension, private medical insurance and free parking.