Senior Financial Planner Assistant

Zoek Pin Norwich, Norfolk, England

£25000 - £30000/annum Salary is Negotiable DOE

Permanent (Full time)

Posted 25 days ago

My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff, their reputation is second to none.

As a reputable financial planning firm, they are looking to grow their team by bringing in an experienced Administrator who can be seen as a focal point for my clients less experienced members of staff.

Role purpose:

* To provide sales support to Independent Financial Services Planners, Financial Services.

* New and existing business processing for Financial Services Advisers.

* Ensuring files meet compliance requirements.

* Appointment making, diary-keeping for Financial Planners.

* Ensuring TCF culture is embedded across the admin support team.

* Dealing with day to day queries from staff and clients to ensure competency within the team.

* Supervising, training and monitoring administration team members as and when required.

* Assisting with the introduction and implementation of new procedures.

* Undertake project work and other management duties as required.

* Ensure compliance at all times with the relevant regulatory requirements for FCA.


* All administration and sales support to a Financial Services Planner, and dealing with clients on their behalf.

* Administration of new and existing life, pension and investment business.

* Day to day running of the administration and technical planner teams and specific duties as and when required.

* Give administration staff support with training and competency.

* Undertake supervision of new starters within the team.

Skills required:

* Technical knowledge of the range of pension, investment and life assurance products.

* Computer skills – various software and in depth knowledge of a back office administration system.

* Telephone/communication skills with excellent customer service skills.

* Flexibility and ability to work in a pressurised sales environment.

* Supervisory and training skills.

* Ability to work as part of a team.

Qualifications & Experience

* Certificate in Financial Planning (or working towards)

* Experience of working in a similar customer service/sales environment in financial services

* Use of Iress Adviser Office (desirable)

* 5+ years’ experience in a similar environment (desirable)


- 5% employer Pension contribution, enrolment within 3 months of joining

- 25 days holiday

- Death in Service 3 x Salary

- Health Cash plan

- Free parking

- Annual pay reviews (April)

- Discretionary annual group bonus PAID last twelve years

- Staff Christmas Party (and other events)

Report job View Company Page
Apply on Hirer's Site
Apply on Hirer's Site
Similar Jobs