About this role
Financial Planning Assistant
Location: Manchester City Centre / Hybrid
Working Pattern: Hybrid, minimum 2 days per week in the office
Contract: Permanent, Full-Time
NJR Recruitment is working with a highly professional financial planning business to recruit a Financial Planning Assistant to work directly for one of the Firm’s Directors.
This is an excellent opportunity for an experienced financial services administrator who enjoys working closely with Financial Planners, Advisers and Paraplanners and is looking for a varied role within a professional financial planning environment.
You will support a Director Adviser working with high net worth clients, meaning the role can be varied, complex and high volume. The successful candidate will need to be highly organised, proactive and comfortable managing a significant workload while maintaining accuracy, discretion and an exceptional level of client service.
The Role
As a Financial Planning Assistant, you will play an important role in supporting the full client journey, from initial enquiry and new business through to implementation and ongoing servicing.
You will work closely with Directors, Financial Planners and Paraplanners, ensuring administration is completed accurately, efficiently and in line with internal processes and regulatory requirements.
Key Responsibilities
Client Service & Communication
Act as a professional and helpful point of contact for clients, providers and colleaguesRespond to client queries by telephone and email, ensuring communications are clear, accurate and timelySend reports, information and general correspondence to clientsProvide advisers with regular case progress updatesBuild strong client relationships through proactive communication and outstanding service New & Ongoing Business
Process new and ongoing business, ensuring documentation is accurate, complete and compliant before submissionMaintain accurate client and case records on Intelliflo OfficeInput new business, fee expectations, client details and case informationPrepare suitability report enclosures, recommendation agreements, provider paperwork and fee agreementsPrepare and issue Letters of Authority to obtain policy, investment and provider informationEnsure business processing is completed in line with regulatory and company requirements Client Reviews & Servicing
Produce portfolio valuations in line with company proceduresLiaise with product providers to resolve policy and investment queriesEnsure agreed client changes are progressed through to completionProduce tax packs and other client documentation where requiredMaintain accurate records relating to annual reviews and ongoing servicing Case Management & Adviser Support
Monitor new and ongoing business and proactively chase outstanding requirementsKeep cases moving through to completionWork closely with Paraplanners to resolve queries and progress casesMaintain accurate and timely updates on internal systems and work logsCoordinate adviser diaries, appointments and client meetingsSupport advisers with the preparation and administration required for client meetings General Administration
Deal with incoming and outgoing postSet up and clear meeting rooms for client and external meetingsLiaise with reception to ensure clients and visitors receive a professional welcomeSupport colleagues and wider administration teams during busy periods, including tax year endAssist with project-based work and other reasonable business requirementsShare knowledge and best practice and assist with the training of new or junior team members About You
The successful candidate will ideally have:
Strong experience administering investment products, including pensions, GIAs/unit trusts, ISAs, investment bonds and protectionPrevious experience supporting Financial Planners, Advisers or Wealth ManagersExperience working with high net worth clientsStrong client service skills and a professional mannerExcellent organisational and time management skillsStrong attention to detail and accuracyExcellent written and verbal communication skillsThe ability to manage multiple priorities within a fast-paced environmentA proactive and solutions-focused approachThe ability to work independently while also being a strong team playerA high level of discretion when dealing with confidential client information Desirable Experience
Experience using Intelliflo OfficeExperience with AJ Bell and Quilter platformsPrevious experience within a high net worth financial planning environment Personal Attributes
We are looking for someone who is:
Professional and genuinely client-focusedHighly organised and self-motivatedProactive and confident in identifying and resolving issuesPositive and collaborative in their approachComfortable working independently and as part of a wider teamDiscreet and trustworthyCommitted to delivering excellent client outcomes Development & Benefits
27.5 days' holiday plus bank holidays, including a day to be taken on or around your birthdayPerformance-related bonusHybrid working with a minimum of 2 days per week in the officeFlexible working hoursFlexitime, allowing adjustments of up to 5 hours per weekCompany pension scheme with contributions of up to 5% matchedDeath in Service coverIn-house training and exam study supportPersonal development planOpportunity to develop your career within a professional financial planning environment This is a great opportunity for an experienced Financial Services Administrator looking to join a supportive team, work with high net worth clients and develop their knowledge across the wider financial planning process.
Apply today via NJR Recruitment or call quoting the reference NJR16773
Please note: Due to a high volume of applications, if your CV does not reflect the essential requirements, or you answer ‘no’ to key screening questions, we may not be able to contact you.