Stockport Nub News
Financial Planning Assistant
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Where
Stockport
What
Banking & Financial Services
Type
Permanent
Salary
Annual
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RG Consultancy are working with a financial services business who are looking for an experienced Financial Planning Assistant to join their small and growing team. The role is to support the financial planning team on a day to day basis and has scope for development as the company grows.
Role Responsibilities
- Provide general administrative and operational support to the financial planning team
- Manage adviser remuneration statements and assist with income matching and reconciliation
- Process and track Letters of Authority, liaising with providers and following up outstanding information
- Assist with new business processing, including ID checks and maintaining the new business register
- Maintain accurate and up-to-date client records and administrative files in line with GDPR and AML requirements
- Support compliance monitoring, product governance and other delegated compliance activities
- Liaise professionally with clients, advisers, product providers and third parties by telephone and email
- Draft client and provider correspondence as required
- Assist with fund research using FE Analytics and cashflow forecasting
- Prepare and pre-populate documentation for client meetings and recommendations
- Support the Adviser Support Manager with the management of our co-sourcing partner
- Attend relevant training and undertake any other reasonable duties required by the business
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Person Specification
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- At least 2 years' experience working within a financial planning or similar business
- Experience working within a financial planning administration/assistant role is essential
- CII qualification or studying towards would be an advantage
- Strong IT skills including MS Office and MS Excel
- Good understanding of GDPR, awareness of regulatory and compliance requirements
- Excellent communication skills and the ability to communicate professionally with clients and third parties
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