Career

Have you started your career in Financial Planning? Have you completed some RO exams on your way to gaining a diploma in Financial Planning? Do you have a good understanding of financial planning administration and strive to make a difference to your advisers and their clients. 

About the role

You will play a crucial role in shaping our service delivery within our Fareham office. You will support one to two Advisers, and support them to create a great client experience by helping with their diary management, case management and building client relationships through both Teams calls and face to face meetings in the office. 

For this role, you must be approachable, organised, and skilled at multitasking with ease.

Accountabilities

• Liaise with 3rd party pension, insurance providers and navigate their platforms
• Process new business applications.
• Co-ordinate Financial Planner’s diaries and arrange client meetings/reviews.
• Collate annual review packs and reports needed for client meetings.
• Interacting with clients and being the first point of call to help with their questions.
• Ensure CRM is updated with all client contact and progress on cases.
• Stay up to date on changes to regulations, and provider requirements, fully utilising our CRM system (we use Xplan) to enhance our digital financial planning tools.

Skills and Experience

• Experience working in a similar role within Wealth Management, Financial Planning or Financial Services 
• Good level of knowledge of financial products including pensions, investments,  and protection.
• Intermediate Excel skills e.g. Pivot Tables.
• Process driven, comfortable with numbers, and highly organised.
• Able to look at data and easily find mistakes or information that isn’t quite in the right place.
• Love it when you delight a client with great outcomes.
• Want to be part of a team that appreciates you - we know you as a person.

Benefits

• Competitive Pension Scheme - employer contributes 6%, you contribute 3%
• 26 days holiday plus bank holidays
• Private Medical Insurance
• Life Assurance (4x)
• Group Income Protection

Our agile working environment means you'll have the opportunity to engage in a variety of tasks and projects, ensuring a diverse and enriching work experience as you develop professionally.