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Financial Planning Assistant (FFN)

Posted on Aug 1, 2019 by CV-Library

London, United Kingdom
Customer Service
Immediate Start
Annual Salary
Wonderful opportunity for an experienced IFA Sales Support individual to join one of the UK's finest Financial Planning firms supporting a Financial Planning Director. In this role it would be a particular advantage for candidates with Fidelity Funds Network experience

Key responsibilities:

* Accurate Record Keeping and obtaining and ensuring that the written "know your client" information is on file

* Logging "know your client" information onto Adviser Office (AO) and storing it on permanent file

* Keeping AO updated when new policies, unit statements and valuations are received ]

* Setting up new client records on AO

* Completing New Business Checklist to ensure transaction is fully compliant

* Preparing files for technical unit and/or para-planner team

* Liaising and working with the technical unit / para-planner team

* Liaising with clients and other firms to ensure paperwork and technical information is obtained within agreed timeframes

* Researching product markets in connection with client specific requirements

* Obtaining illustrations from insurers along with technical information, performance enquiries and general provider information

* Attending meetings with clients as required

* Research the market to obtain the best rates if an annuity is selected

* Research fund performance/ charges if other retirement vehicle is selected

* Assist in the preparation of fee notes Regulatory Compliance

Key Competencies

* Customer Focus: an understanding that the client comes first and client expectations must always be exceeded in order to maintain a good relationship

* Communication skills: will need to be able to deal with people at all levels (internally and externally including clients) and be able to put ideas over clearly and professionally

* Planning and Organising: the jobholder must be organised and able to assist, where required, with the implementation of procedures within the team to help streamline the administration

* Judgment: the jobholder should seek to use his/her judgment at all times as to whether a task falls within their scope of responsibility and if not, whose responsibility it is

* Teamwork: the jobholder must work as part of a team, support, share and cascade relevant information

* Excellent time management and organisational skills

* Relevant professional qualifications an advantage, although not essential

* Ability to work well in a pressurised environment with the ability to prioritise

* Working knowledge of Microsoft Office packages

In addition to a highly competitive salary, the company offers an extensive range of benefits including:-

23 days' annual leave, Life Assurance - 4 x insured benefit, Pension - The scheme requires a 3% compulsory contribution to receive 8% Company Contribution. If employee contributions are less than 3% the company will contribute 3%, Private Medical Insurance - individual cover only, PHI at 75% of salary, Interest Free Season Ticket Loan, Flexible benefits that can be bought via salary exchange:- Holiday - you have the ability to buy up to 3 days holiday but you can sell up to 5 days, ability to buy Critical Illness Insurance, Dental Insurance, childcare vouchers, Private Health Insurance, Salary Exchange for Pension Contributions

For more information, please contact Nick Tagg on (phone number removed)

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

Reference: 210434879