Financial Planner in Suffolk

Job description

Financial Planning Support

Purpose of the Role

• To provide high-quality administrative support to Financial Planners and Directors, ensuring they are equipped with accurate and timely information for client meetings.
• To maintain up-to-date client records and ensure adherence to internal systems and processes.
• To mentor and support junior team members, fostering their development and enhancing team efficiency.

Key Responsibilities

Client Meeting Preparation

• Compile and generate accurate client review packs and check packs as required.
• Liaise with providers and third parties to gather timely and precise information.

Record Management

• Maintain a clear audit trail for all client records, ensuring documents are correctly saved and named.
• Regularly update internal systems and ensure all opportunities are accurately recorded.

Communication & Collaboration

• Keep Financial Planners and team members informed of progress, escalating concerns or complaints promptly.
• Conduct weekly review meetings with Financial Planners to discuss priorities and address any issues.

Client Meeting Support

• Attend client meetings (2–3 times per year) to support Financial Planners, including presenting elements such as cashflow, with line manager approval.
• Conduct pre- and post-meeting reviews, delegate tasks appropriately, and ensure meeting notes and actions are completed within two weeks.

Team Development

• Mentor junior team members, delegating tasks that contribute to their growth and the team’s success.

New Business Processing

• Complete due diligence for new business using the appropriate checklist.
• Generate platform calculators to outline costs and raise any queries with your line manager.

Documentation & Compliance

• Draft template suitability letters completing factual and free-type sections where possible.
• Collaborate with Lead Support or Senior Financial Planner Support for guidance when needed.

Portfolio Management

• Review and action cash weightings weekly in collaboration with the Financial Planner.

Process Management

• Process client instructions using the appropriate advice flow, checklists, and IO event lists/tasks.

Professional Development

• Maintain and update your talent development record ensuring objectives and training impacts are recorded.

Project Involvement

• Participate in projects and specific tasks that support your professional growth and contribute to team objectives.

Extra information

Status

Closed

Education Level

Secondary School

Location

Suffolk

Type of Contract

Part-time jobs

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English