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Financial Planning Assistant

Posted on Jul 12, 2019 by CV-Library

Greater London, United Kingdom
Call Center & Customer Service
Immediate Start
£25k - £28k Annual
Full-Time
Financial Planning Assistant / Trainee Financial Planner / Wealth Management

The Company:

Our Client is an independently owned wealth management group.

The Role:

The Financial Planning Assistant opportunity will work closely with the financial planning team and will provide administrative support to the different areas of the Financial Planning Team. A level of financial planning technical knowledge is required, demonstrated by an interest to progress towards financial planning industry qualifications.

The Financial Planning Assistant will review client files & client correspondence in order that static data can be updated.

Preparation of simple client valuations.

Submit & track new financial planning business.

Prepare quotes & financial planning illustrations using various systems.

Produce analysis to support private client investment reviews.

Resolution of straightforward queries with providers on behalf of clients & consultants.

Composition of letters to clients & providers.

The Candidate:

At least 6 months Financial Planning Support experience

A real interest to career progress within financial planning / wealth management

CII Certificate in Financial Planning or similar suitable Level 3 qualification - would be beneficial, exams will be supported

Capable of undertaking the responsibilities of a Client Administrator when required.

Highly numerate with a good level of English grammar & spelling.

Detail focused.

Ability to organise & prioritise.

Competent user of Microsoft Excel & Word

Reference: 210401823

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