Financial Planning Assistant

Financial Planning Assistant London - Hybrid Our client a prestigious Private Wealth Manager seek individual with either CII Certificate in Financial Services or Diploma in Regulated Financial Planning, Responsibilities: to work alongside all members of the Financial Planning Team to undertake all aspects of client administration. Submission and monitoring of new business placed with Pension and Insurance Providers. Perform daily, weekly, monthly, quarterly and ad hoc tasks as allocated by the Manager of the Client Administration Team in accordance with the firm’s documented procedures including: Client record creation, maintenance, management and storage; Client data input; Change request processing; Review and approval of payment and internal transfer requests; Data and performance storage; Maintenance of client forms; Production of documents for periodic reviews; Despatch of client reporting. Preparation of Client Information including compiling valuations, relevant performance data and documentation for client meetings. Research of the marketplace using the Exchange, Synaptics & Financial Express Analytics systems for suitable products, based on the criteria outlined by the Adviser. Preparing client specific illustrations (pension contributions etc…), key features documentation and application forms for client completion. Use of XPlan to manage workflow. Initial preparation and completion of application paperwork on behalf of clients. Dealing with the routine incoming post, following a standard processing procedure. Participate in the development and implementation of best practice procedures. Covering for other team members when they are absent. Dealing with written and telephone enquiries from Clients, Product Providers and Investment Houses, providing factual information on a non–advice basis. Ad hoc project work to assist the Team Manager. Qualifications ·Progress towards CII Certificate in Financial Services or Diploma in Regulated Financial Planning, in the form of successfully completed modules would be advantageous but not a necessity.