Senior Financial Planning Assistant – Chelmsford
Salary
30,000 - 35,000
Location
Chelmsford
Job Type
Full Time
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Our client is a Wealth Manager with offices across the south of the England and a varied client bank. Their financial planning team work hard to deliver a full financial planning advice service covering matters such as Estate and Wealth Planning, Pre and Post Retirement, Investment and Portfolio management and Financial Protection; and for their Corporate Clients, Employee benefits advice.
Their financial planning teams across their offices are made up of professionals at all levels, including financial advisors, paraplanners and Financial Planning Assistants and all have one thing in common; their passion for quality advice and service to all clients.
Their office in Chelmsford is seeking a PA/ Paraplanner to support one of their financial planners with the ongoing servicing of his client book. In this instance, the Financial Planner in question is highly experienced and writes a high level of complex advice, so for this reason the assistant will need to be an all-rounder in terms of excellent knowledge of the financial planning industry with a good knowledge of Investment, Protection and Pension products as well as an understanding of regulations and ethics within the industry, knowing what good advice and good quality service looks like.
The role holder will be of a senior level within the support team and will need to be able to answer lots of enquiries from clients and colleagues alike.
Other daily duties include;
- Engage with Client and build strong relationships
- Handle, manage and field enquiries that come in via email and calls
- Record and manager Client reviews, then plan, book and prepare for client meeting in-line with the clients’ ongoing service plan
- Ensure that paperwork and Client file is up to date prior to review including up to date valuations
- Prepare letters of authority
- Prepare basic financial planning reports using templated letters
- Process all new business/ servicing forms and applications
- Create and update client platform accounts
- Review investment portfolios and platform accounts
- Update back office system and record all client activity
- Ensure that compliance procedures are adhered to, that AML checks are carried out and that client files are up to date