Assistant Financial Planner

Recruiter
London
Location
London
Salary
45000.00 GBP Annual
Posted
08 Sep 2017
Expires
06 Oct 2017
Contract Type
Permanent
The role of the Assistant Financial Planner is to assist the Senior Financial Planners/Financial Planners in the delivery of outstanding financial planning advice to the clients in line with the strategy devised by the Client Service Manager. This role will involve a large amount of the preparation of client work within the team and provide training for junior staff in addition to assisting in the development of service standards via internal projects.

Primary Responsibilities:
Assist with the preparation of outstanding financial advice on investments, pension planning, inheritance tax and estate planning, in an efficient manner
Support Client Relationship Manager and Senior Financial Planners/Financial Planners to execute client relationship strategy
Support the Client Relationship Manager and Senior Financial Planners/Financial Planners, to maintain strong relationships with clients, driving engagement and positive client outcomes
To always ensure that the work undertaken complies with the regulatory and legal environment

Main Duties
Client Service Delivery
Support the Client Service Manager and Senior Financial Planners/Financial Planners to develop and execute a client service strategy to ensure that existing clients are managed to the highest standards
Support the Client Relationship Manager and Senior Financial Planners/Financial Planners to ensure clients receive good value from our service and assist with quality control, ensuring all client work is of the highest standards
Prompt the Client Relationship Manager and Senior Financial Planners/Financial Planners to identify opportunities within existing client groups and support them in asking for referrals at client meetings when appropriate
Where appropriate, engage with clients to build relationships

Knowledge and Qualifications
Degree or equivalent qualification
Must hold CII Diploma in Financial Planning and be working towards the Advanced Diploma

Experience
Results-proven track record of exceeding goals
Proven track record of delivery of outstanding work to advisory teams
Proven track record of effectively drafting correspondence for clients and resolving client queries
Evidence of effective support in preparation for and during client meetings