Financial Services Executive - TR-31983

Job Title: Financial Services Executive

Contract: Permanent, 37.5 hours per week

Hours: Full Time, 9am – 5pm, Monday to Friday

Location: Near Solihull plus Hybrid working

Salary: £30,000 – £35,000 per annum, plus an attractive bonus scheme

Benefits: 25 days holiday plus bank holidays, death in service x 4 salary, up to £150 for eye tests/eye wear, 4% pension contributions/matched and employee assistance scheme available through Aviva.

Our client, a well-established, corporate organisation is recruiting for a Financial Services Executive. They are looking for a committed, experienced individual to join their fast-paced team in their beautiful rural offices. This role is offering a hybrid model of 3 days in the office and 2 days at home. The successful individual will provide an excellent service to internal and external stakeholders, understanding the value of key relationships and high-level service delivery.

Duties include:

• Conduct research and analysis to support clients and advisers in understanding their requirements.
• Compile new business files, collaborating with external paraplanners when necessary, and maintain responsibility for client files and back-office IT records throughout the advisory process.
• Address inquiries from clients and other stakeholders through clear and efficient communication.
• Assist clients in comprehending the complete benefits of our products.
• Offer support to clients and Advisers regarding existing client requirements, such as preparing valuations, processing withdrawals, managing deceased clients’ accounts, updating addresses, addressing changes in client circumstances, and managing pension sharing orders.
• Offer assistance to all departments, including the Management team, as needed.
• Aid the Practice in ensuring adherence to end-to-end business processes, tracking them efficiently in accordance with regulatory standards.
• Thoroughly examine clients’ needs, develop cash flow models where applicable, and accurately document client data.
• Conduct research and analysis on financial products to align with client requirements and goals.
• Develop financial planning solutions encompassing investment, retirement, tax, and estate planning, supported by the creation of computer models and reports.
• Prepare client reviews, updating cash flow models, reviewing investment performance, and generating supporting reports, discussion documents, and computer models.
• Handle general client enquiries and attend client meetings as necessary.
• Collaborate with colleagues to ensure timely preparation of application and provider forms and keep clients informed throughout the process.
• Adhere to and keep abreast of template changes and advice notes.
• Execute New Business procedures in accordance with compliance guidelines.
• Maintain meticulous records of all client interactions.
• Respond to incoming calls in a professional manner.
• Deliver outstanding customer service to all clients.
• Undertake ad hoc project assignments as needed.
• Perform any other reasonable tasks as assigned by the Business.

Key requirements:

• Previous paraplanning experience within an IFA or Wealth Management environment.
• Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience).
• Experience with all major research systems (e.g. Analytics, Voyant etc.)
• Background including the Pension Transfer market, a knowledge of Final Salary Pension Transfer market would be desirable.
• Knowledge of the administration of IHT and/or Investment products.
• Up to date knowledge of relevant regulation and legislation.
• Able to transpose information accurately.
• Strong numeracy skills.
• Comfortable using templated Suitability Letters.
• Must be able to drive and have access to a vehicle.
• Confident in dealing with third parties and can work with total discretion.
• Highly organised with excellent communication skills.
• Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel).
• Exceptional attention to detail.
• Manages time effectively with the ability to multi-task and stays calm with conflicting demands and handles these effectively.
• Demonstrates a positive attitude at all times.
• Works well on own tasks as well as on shared goals as part of a team.
• Enthusiasm to help clients.

If you feel that you have the necessary skills and experience required to fulfil this role, apply or get in touch for more information.

If you are already registered with Tirebuck Recruitment or Allocate Recruitment, please contact your consultant to discuss suitability for this position. Tirebuck Recruitment and Allocate Recruitment only operate in the UK and can only process applications from candidates who are currently eligible to live and work in the UK. We operate a strict equal opportunities policy. Tirebuck Recruitment and Allocate Recruitment are divisions of Tirebuck Recruitment Ltd. Tirebuck Recruitment Ltd acts as an employment agency for permanent recruitment and an employment business for temporary recruitment as defined by the Conduct of Employment Agencies and Employment Business Regulations 2003.