Financial Planning Assistant - Altrincham, United Kingdom - Jane Deane Recruitment Limited

Jane Deane Recruitment Limited

Verified Company

Altrincham, United Kingdom

4 days ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Successful IFA Practice based in Altrincham require an additional Financial Planning Administrator to compliment their existing team.

This role involves looking after an adviser on a one-to-one basis dealing with the full range of financial planning products.

Duties as follows:

Key Areas

Provide an effective link between client and consultant.

Ensure that financial planners recommendations to clients are actioned accurately and in a timely manner.

Maintain client records

Key Functions

Liaise with clients and financial planners to collect relevant information, ensuring timescales are clearly communicated.

Ensure clients are kept up to date in all financial affairs.

Liaise with providers to collect information.

Issue reports to the clients ensuring that all relevant documentation is present and clear for the client to complete.

Identify gaps requiring more information.

Updating and managing the client database.

Ensure all client information is stored correctly and meets compliance requirements.

Skills Required

Knowledge and experience relating to financial products and services, processes, procedures and regulations in a financial planning environment
Knowledge of compliance issues
Team working
IT skills
Attention to detail
Independent thinking
Ability to prioritise
Problem Solving
Relationship management
Confidence
Coaching/training/ mentoring

Benefits: