Financial Planning Assistant To support the business by providing administrative services to the Paraplanners and Financial Planners while ensuring the highest possible standard of client care is maintained. Knowledge/Experience required: Formal Qualifications are not essential, but a high standard of English is required. Experience of providing client care and administrative support in a busy office environment (2 years). Ideal candidate will hold the Certificate in Financial Services and / or the Certificate in Financial Services Products and Solutions. Candidate without the above-mentioned qualifications must be willing to complete at least one of these within the probationary period. Candidate will be willing to continue professional development with qualifications. Excellent attention to detail. Some experience in proof reading. Well-developed organisational and administrative skills with the ability to handle a busy, varied workload and to cope with interruptions and changes. Ability to work calmly under pressure, meet set deadlines and pay meticulous attention to detail completing tasks fully, accurately and on time, prioritising where appropriate and managing expectations. Ability to deal with confidential information or situations in an appropriate and sensitive manner. Ability to communicate effectively in a variety of written and verbal formats, including telephone, email and in person with a wide range of people. Mid-Level IT skills including: Word Processing, Spreadsheets, Databases, Email, Web and Adobe PDF. Can be resourceful and able to research, gather and distribute information as necessary. Willingness to help and support colleagues, thinking beyond the task being given. Able to build positive working relationships. Job

Responsibilities:
To use the Planner Office diary and workflow systems to effectively plan and prioritise workload and to ensure client servicing is conducted as per the Company processes. To provide accurate client data and fund valuations as required for ongoing client servicing and financial reporting. To prepare and complete all non-technical administrative tasks for all client meetings. To build skills and knowledge to prepare and complete some technical administrative tasks for client meetings. To compliance check, archive and condense all client paper files. To be responsible for the main client drive being up to date with all new information, including scanning and organising filing systems. To service ongoing clients in a timely manner in accordance with agreed service standards. To process new business in an accurate and timely manner in accordance with agreed service standards. To communicate the progress of all client business to Managers, Directors, Paraplanners and Planners as appropriate. To build positive working relationships with all clients and communicate through all stages of the client process to ensure the company standard of client care is always upheld. To manage the diaries and book meetings for all Planners. To complete day to day activities such as answering telephones, opening and distributing post, archiving and ensuring telephone / office over is maintained. To conduct other ad hoc projects and tasks as requested by the Manager and / or Directors. To carry out the tasks of the Office Administrator to cover lunch, holidays and absences. Training will be provided on this. Be present at all Company hosted charity events, industry events and participate in networking events as and when required General - All Staff are required to: Familiarise themselves with the Company Policies and Procedures, held on the citrusHR system, accessible by all staff at anytime from the website. Uphold the Equal Opportunities and Anti-Harassment and Bullying Policies, ensuring effective implementation in all aspects of their work for the Company. Act at all times within the Company Rules, Policies, Procedures, and any other statutory requirements. Be proactive, bring ideas, suggestions and contribute to business improvement. Undertake training as required. Attend staff and team meetings as required. Observe health and safety procedures in the workplace to ensure personal safety and to safeguard the interests and safety of colleagues, customers and visitors. Undertake other duties and responsibilities as appropriate since all staff are expected to work flexibly within their skill level to respond to changing priorities and make sure that customer needs and business objectives are met. This job was originally posted as www.totaljobs.com/job/84575628