FINANCIAL PLANNING ASSISTANT – HOLMES CHAPEL- UP TO £28000 + EXCELLENT BENEFITS
We are working with a fantastic independent company that is a major player in the financial services industry. Established over 20 years ago, the have continued to thrive and grow year on year. Working in a small team, where the average length of service is 16 years, you will be an integral part of the company to assist in their continued success.
FINANCIAL PLANNING ASSISTANT DUTIES
• Assist independent financial advisers in administering financial plans and investment proposals
• Maintain, setup and update internal client files and records
• Process account applications, transfers, and other paperwork.
• Servicing existing business i.e. Policy surrenders, fund switches, policy changes etc.
• Managing administration tasks on back-office system software
• Prepare paperwork for client meetings i.e. Valuations, new business applications, review documentation to clients
• Liaising with product providers and third parties
• Dealing with Letters of Authority
• Adhering to compliance regulations and accurate recording of data
• Liaising with team members to ensure client needs are met effectively and efficiently
• Arranging client meetings
• Emails, incoming and outgoing post and general office duties
• Telephone calls with providers and communicating with clients on the telephone and...