Financial Planning Assistant / Stevenage / GBP30,000-34,000 per annum

Job Title: Financial Planning Assistant
Salary: GBP30,000-34,000 per annum
Location: Stevenage
Contact: Permanent, Full Time

Company Profile: A well respected financial planning firm, dedicated to support their clients to achieve their aspirations. Offering a wide range of services from investment management to tax planning.

Purpose of the role: You will be an individual with previous experience in a similar position and experience within the IFA sector. Along with this, you will have a fantastic work ethic and a positive attitude.

Duties of the role

• Provide support to the financial planners in servicing both new and existing clients
• With support for the business assistant to fulfil administrative duties when financial planners conduct annual reviews and new business meetings
• Write suitability reports
• Conduct research on behalf of financial planners e.g. O&M pension switch, cost comparisons
• Liaise with financial planners to identify new business opportunities
• Liaise with in-house team regarding DFM service
• Instruct withdrawals on client accounts
• New business processing/submitting
• General e-mails/administration
• Maintain positive relationships with insurers, providers
• Handle queries raised from clients, providers or financial planners
• Maintain up to date knowledge
• Comply with FCA and internal procedures at all times

Skills/Experience Required

• Sound technical knowledge and experience in a similar position
• Experience within an IFA is essential
• You will be working towards your Level 4 CMI diploma in Financial Planning (if not already qualified)
• Able to multi-task and work with multiple clients at once
• Professional telephone manner
• Good working knowledge of Intelligent Office (iO)
• Experience with software such as Standard Life Wrap, Elevate, Aegon or Ascentric (ideal)
• Experience using Genovo (ideal)
• Experience using O&M for research pension switches (ideal)
• Knowledge of VCT schemes (ideal)
• Inheritance tax planning knowledge (ideal)

Should you be short listed for this position, a member of the Smart10 team will be in touch with you in the next five working days. Good luck with your application!

Smart10 Ltd is a "Multi Award Winning" and Independently run recruitment consultancy which specialises in supplying both Permanent and Temporary positions across all Business Support roles. Smart10 have become renowned as one of Hertfordshire's most dynamic recruitment companies. As a business, we won the Judges Award in 2012, Best New Business Award in 2013 and 'Business Person of The Year in 2016 at The Hertfordshire Business Awards, for being the most "promising" and "innovative" company within Hertfordshire.

The Smart10 Group recently also scooped the Award Winning Title of 'Most Inspiring Business Woman' at The National 'Best Business Women Awards' in October 2018!

We are proud to work with a leading number of blue-chip companies as well as smaller SME's throughout the region. The smart10 team are an energetic and smart team of highly experienced and professional recruitment consultants who are committed at exceeding both our candidates and client's expectations.