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Financial Planning Assistant

CV Elite Limited
United Kingdom
Competitive Salary
Closing date
Nov 25, 2022

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Job Role
Financial Planning & Analysis
Contract Type
Full Time
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Financial Planning Assistant / Executive Assistant. The Role: I am recruiting a Financial Planning Assistant who will support with the provision of financial planning and portfolio management services to high-net-worth clients, as well as supporting A Senior Client Manager as their Executive Assistant. The successful candidate will have worked in the financial services sector in a highly involved and responsible support capacity, however they will not be expected to know the intricacies of financial planning as training and support will be provided. They will have exceptional organisational, communication and administrative skills, ensuring the effective and efficient delivery of all aspects of financial planning and executive assistance. As well as enjoying a responsible and highly varied role, the successful Financial Planning Assistant will also have the opportunity, if they so choose, to study for professional exams and progress their career in financial planning.
Salary and Benefits: Salary up to £35,000 plus an exceptional benefits package including 23 days’ holiday + bank holidays + 12 wellbeing days + hybrid working + support with professional training + 10% employers’ pension contribution + income protection scheme + private medical insurance + life assurance + healthcare cash plan + cycle to work scheme.
Home Working and Flexibility: While this Financial Planning Assistant role is based in Paradigm Norton’s Bristol head office (Ham Green, BS20) with easy access to M4/M5, we are happy to facilitate a degree of home working (up to 50% of the time). We are also happy to consider flexible or part-time working arrangements (shorter working days, 4-day week etc.)
The Company: Established in 2001, Paradigm Norton are one of the largest truly independent financial planning companies in England, servicing over 1,400 families with over £1.3 billion of assets under management and employing a team of 80 across four offices: Bristol, London, Exeter and Torquay. They are the only financial planning firm to have won the prestigious Citywire New Model Adviser Southwest award 11 times, most recently in 2020, they are a Certified B Corporation and in March 2019 became an employee-owned business. Putting the clients’ goals at the heart of the process they deliver comprehensive and bespoke financial planning, investment and portfolio management, tax and estate planning and advice on giving and philanthropy, translating complex financial issues and strategies for high-net-worth clients into workable solutions.
Financial Planning Assistant / Executive Assistant, responsibilities include:
* Providing the administrative assistance involved in providing financial planning and portfolio management services to high-net-worth clients.
* Assisting the Client Manager with collating data and preparing for client annual reviews.
* Assisting in the production of relevant paperwork such as valuations, reports, illustrations, client letters, application forms, spreadsheets, presentations etc.
* Ensuring the client database is up to date, checking and updating valuations, obtaining accurate policy information and updating back-office system accordingly.
* Processing new business applications and dealing as required
* Developing relationships with clients, communicating with them by letter, email and phone, arranging client meetings and collating supporting documents.
* Coordinating the Client Manager’s activities, correspondence and communication, organising and prioritising accordingly and following up on action points as necessary.
* Managing incoming post and tasks generated, taking ownership where possible, keeping clients and Client Manager updated, following up on outstanding actions and monitoring through to conclusion.
* Managing the Client Manager’s diary and booking internal and external meetings.
* General administration - filing and scanning documents, updating spreadsheets, typing, actioning post and answering the telephone as required.
Financial Planning Assistant / Executive Assistant, skills required:
* Previous experience in a financial services organisation. An understanding of financial planning is preferable but not essential, but you will be commercially astute with an interest in financial planning.
* Enthusiastic, keen to learn, proactive, with a proven record of taking responsibility and self-motivation.
* Excellent written and verbal communication skills, with strong analytical, administrative and organisational skills and fanatical attention to detail.
* Intelligent with high levels of numeracy and IT literacy (especially Word, Excel and Outlook) and adaptable to change.
* A strong relationship builder and excellent team player, with a caring and considerate approach.
* An affinity with the company values of ‘people matter’ and ‘setting the bar high’.
Dawn O’Shea is recruiting the Financial Planning Assistant / Executive Assistant directly on behalf of Paradigm Norton Financial Planning Ltd so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted within the next 14 days to discuss the role and your requirements in more detail
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