Financial Planner Support

Our unbiased approach to financial planning sets us apart from other financial planning firms. Mazars Financial Planning Ltd (MFP) provides impartial, tailored financial planning advice and wealth management to:

• Individuals
• Business Owner-Managers
• Trustees - Private and Charitable

We are a leading, purely fee based, Independent Financial Adviser (IFA). We provide a full range of financial planning services, from financial health checks to advice about investments, pensions, tax planning and employee benefits.

Because we are independent, we are not reliant on commission payments from providers which means our advice is truly unbiased and tailored to clients. As a result, clients only pay for our advice, as they require it. This unbiased approach to financial planning, based solely on a client's circumstances and lifestyle objectives, sets us apart from other financial planning firms.

As a Financial Planning Support, you will support the Financial Planning Team in achieving objectives in winning new clients and providing an outstanding service to clients. You will be responsible for co-ordinating all aspects of workflow from a client facing perspective, whilst assisting planners in establishing and retaining effective relationships with their clients.

• To ensure records are maintained and information accurate on Intelligent Office in order to allow work to be logged, tracked and internal records/management information to be kept updated.
• To ensure files and store records are held in accordance with internal standards so they can be accessed and/or retrieved in an efficient manner.
• Following the firm's processes by ensuring adequate notes of activities are entered in the firm's back office system and to provide clear and full instructions when passing tasks to other team members or teams.
• Responsible for setting up new prospects and new opportunities on our CRM system, ensuring the information is accurate and input in a timely manner.
• Drafting letters, emails and dealing with client enquiries.
• Arranging client meetings, prepare agendas and complete the meeting work including technical and product research as required together with fund performance data.
• Post client meetings: issue client meeting notes, liaise with clients over paperwork to be returned and complete other actions as required.
• Preparing and issuing engagement documentation.
• Ensuring annual review records are maintained.
• Ensuring correct submission of all new applications in accordance with internal/regulatory standards by effective communication, workflow management and record-keeping/database management.
• Gathering information from third party providers and internal resources.
• To ensure that the CPD requirements, as defined in the Training and Development handbook and required by the CII are maintained and logged as appropriate.
• To maintain accurate Funds Under Management data.
• To maintain up to date information on the current pipeline and be responsible for monitoring all cases through to completion in order to track the expected income.
• Provide training, where required to new members of your team.
• To provide assistance to the Planner Support Manager around quality checking.

• Financial Services industry experience.
• Excellent communication skills both verbal and written.
• Strong IT skills.
• Able to prioritise workload.
• Able to work to deadlines.
• Able to work within defined business processes.
• Adaptable to changing demands and priorities.
• Seeks opportunities to develop own skills.
• Demonstrates commitment to own development.
• Diploma qualified/Desire to work towards Diploma PFS.

At Mazars inclusion and diversity are central to our values. We recognise that being an inclusive and diverse organisation makes us stronger as a business.

We seek to attract and recruit people who reflect the diverse nature of our clients and communities, regardless of sexual orientation, gender identity, ethnicity, nationality, faith or belief, social background, age and disability. Mazars selects candidates based on skills, knowledge, qualifications and experience.