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Service Service
Norwich
My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals. You will ideally have experience working in a Financial Planning environment previously e.g. Independent
Job Source: Service ServiceHalecroft Recruitment
Norwich
Halecroft Recruitment are proud to be working on behalf of an award-winning Chartered UK Financial Planning and Wealth Management Firm that have been trading over 30 years to appoint a Financial Planner in Cheshire… This is an outstanding opportunity to build and maintain client relationships, deliver high quality tailored advice to High Net Wort
Job Source: Halecroft RecruitmentP&S Personnel
Norwich
P+S Personnel are pleased to be working on behalf of our clients, who are currently recruiting a Production Planner Assistant to join their team based in Norwich on a full time, permanent basis. Role Summary: This role will support the production planning team to ensure the smooth and efficient operation of our manufacturing process. You will ass
Job Source: P&S PersonnelThornbury Recruitment Ltd
Norwich
Experienced Financial Adviser required by a growing wealth management firm based in Norwich . You will be to provide holistic advice to the clients and deliver tailored solutions across the areas of retirement, investment, tax and protection planning. This role offers an existing client bank as well as full compliance support Key Responsibilities:
Job Source: Thornbury Recruitment Ltdrthirteen recruitment
Dereham
R13 are partnering with a reputable housing business in the recruitment of a Planner to join them on a 3-6 month temporary assignment , starting ASAP. Based in Dereham, you will be working 8.00am - 5.00pm, Monday to Friday, and be offered an hourly rate of £16.01. As a member of the planning team, you will schedule repairs and maintenance with
Job Source: rthirteen recruitmentNES Fircroft
Norwich
Planner 12 Month PAYE Contract, Norwich This is an exciting opportunity to join our Planning & Logistics department. The Planner will beresponsible for providing both short and long-term planning and delivery for work scopes. The rolewill require full flexibility to support planning activity across any company assets and be agile to adaptto oper
Job Source: NES FircroftTodd Hayes Ltd
Norwich
Planner Our client, a leading independent Oil & Gas operator, is currently seeking a Planner to join their Planning & Logistics department. This is a full-time, initial 12-month contract (with a strong likelihood of extension), based in Norwich. Hours: Monday - Friday. You can either complete: 08:00 - 16:00, or 08:30 - 16:30, or 09:00 - 17:00. Whil
Job Source: Todd Hayes LtdCarrington West
Norwich
Senior Planner Norfolk Salary: £65,000-£75,000 We have an aim to become a people focused company, with a very progressive vision of where they want to take the business, driven by their need to improve, innovate and impact people's lives. Our purpose is to improve people's lives through building the facilities and infrastructure that communities
Job Source: Carrington WestNorwich
My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals.
You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial advice practice, my client will also consider candidates from a pension or investment or other transferable admin support backgrounds.
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.
This role is based in my clients city centre office and due to the important nature of this vacancy the role will be permanently office based.
Role purpose
To provide sales support to Independent Financial Planners to assist them in obtaining new business and efficient servicing of existing business.
Administration of new and existing life, pension and investment business.
PA support to Financial Planner.
Understanding of the provision of advice to clients in a compliant manner as detailed in the Company’s Manuals.
Responsibilities Obtaining new business illustrations and processing of all new business, both online and paper based, as directed by the Technical Planner.
The preparation of client portfolio reports and compliance requirements for appointments.
Detailed knowledge and understanding of the Company’s record keeping requirements to ensure files meet compliance requirements.
Ensure all dealings with customers are carried out in a professional and courteous manner.
Liaising with clients/insurance companies via a variety of methods.
Administration of existing business.
Appointment making, diary-keeping.
Comply with the Company Compliance, TCF, T&C, financial crime and anti-money laundering procedures at all times.
Ensure all supporting documentation is maintained as per the Company’s procedures.
Maintain all standards of performance as required by the Company.
Maintain and record own CPD.
Skills required
Understanding a range of products provided by the Company, i.e. pensions, investment, life assurance, etc.
Computer literate - competence with using various software, including Microsoft packages.
Knowledge of back office administration system (desirable).
Working towards/maintaining basic technical knowledge and qualification (desirable)
Telephone/communication skills.
Customer service skills.
Qualifications and experience
Certificate in Financial Planning or working towards (desirable).
Experience of working in a similar customer service/sales environment in financial services (desirable).
Personal attributes
Customer-oriented, attentive to detail and takes pride in own work
Ability to maintain a professional manner when under pressure
Works well on their own and as part of a team
Proactive, uses initiative and takes ownership
Confident in contributing ideas to enable continuous improvement
Flexible, Adaptable and Organised
Benefits
Company pension
25 days holiday
Death in Service 3 x Salary
Health Cash plan
Annual pay review
Annual group bonus
Regular work social events
Financial Planner Assistant jobs in Norwich
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