Financial Planning Assistant, Southampton (VA-1972)

CleverHR are delighted to be supporting this small independent financial planning firm based in Southampton.  The office is set in a beautiful location, with private offsite parking available to employees.

The financial planning assistant will be working with one of the firms highly successful financial planners, providing day-to-day operational support, including handling incoming calls and emails, submitting, and processing new business applications, updating back-office systems and liaising with clients.

Day to day responsibilities:

• Processing new business applications using various provider platforms.
• Maintaining and updating back-office system, with client details and new plans.
• Collating information on client policies, producing and sending out letters of authority.
• Dealing with client enquiries, updating on the status of applications, transfers, withdrawals and changes to details.
• Using digital systems to verify client identification.

Requirements/Skills:

• At least one years’ experience working in an IFA or Wealth Management firm.
• Exceptional communication skills, both written and verbal.
• Proven ability to manage a busy diary and work effectively and independently without micromanagement.
• Proficient using Microsoft Office and other back-office systems.

Employee Benefits

• Life Assurance
• Income Protection
• Private Medical Insurance (Optional)
• Free parking
• Access to a MoneyCoach