Financial Planning Assistant

Titan Wealth Holdings Limited; Norwich; Hybrid; GBP 25,000 - 35,000; Full time

Job description

Loveday & Partners is a Titan Group company.

Founded in 2010, Loveday & Partners has grown through word-of-mouth referrals from our many satisfied clients throughout Norfolk. We have built our success upon relationships, transparency, and trust. Today we serve over 1000 families, pension funds, trusts, and charities. We also work closely with advocates in the business society. Loveday & Partners are very active in the community, supporting a wide range of charities and good causes around the county.

You will play a pivotal role in supporting our financial planners in delivering comprehensive financial solutions to our clients. This position combines administrative and organisational responsibilities with a strong emphasis on client service. There is full support for you to become fully diploma qualified by following the CII’s study route. For this role, we are looking for someone who has prior relevant experience gained within a similar role.

Job Responsibilities

• Office Administration - Receive incoming telephone calls and mail and handle appropriately, maintain office systems, including data management and electronic filing, make client appointments when required.
• Account Processing/Report Writing - Production of review meeting documentation, processing of client applications, FE analysis and select a pension where required, record keeping on IO, research where required.
• Client Service - Exceptional client service, organised and timely processing of administrative duties, prepare and update portfolios, respond to any client enquiries on administrative questions and know when to refer on.
• Business Development - Support events, office mailings and newsletters when asked, outbound calls to assist with mailings, support Financial Planner with key referrals, proactive suggestions for improvement, attend client appreciation events.
• Self Development - Complete any training requests, stay informed of system enhancements, keep abreast of compliance and regulatory requirements, train/mentor other FPAs, maintain own CPD, enhance industry knowledge.

Job Requirements

• Excellent administrative, analysis and communication skills with a high standard of written English.
• Good computer skills including Excel and Word.
• Ability to work as part of a team as well as individually.
• A high level of diligence, conscientiousness, reliability, and customer service skills.
• Willingness to learn new responsibilities and keep informed of compliance and regulatory changes.
• Ability to work well under pressure, maintain accuracy and prioritise workloads to meet deadlines.
• Confidence and ability to liaise professionally with corporate and high calibre clients.
• Ongoing self-development to maintain appropriate level of CPD for role.

- Industry competitive salary.

- Opportunity to enhance earnings via a profit-related bonus and a discretionary bonus arrangement, payable in January and November respectively.

- Office based with one day per week from home after successful completion of training/probationary.