Trainee Financial Planning Assistant

We are seeking a motivated and organised individual to join our Financial Planning Department as a Trainee Financial Planning Assistant. This role offers comprehensive training in all aspects of Financial Planning Support, providing an excellent foundation for a career in financial services.,

• Manage incoming and outgoing post on a daily basis.
• Perform printing and scanning tasks.
• Undergo training in the use of Intelligent Office to support divisional administration, including recording client information, creating and monitoring tasks, submitting new business, and adding revenue expectations.
• Use various provider websites to obtain product information and valuations.
• Liaise with Life Offices and IMS as needed.
• Submit Letters of Authority to Life Offices, follow up, and gather information.
• Be trained to complete Anti-Money Laundering (AML) checks for clients by recording client ID and processing ID3 Global AML checks.
• Promote awareness of Anti-Money Laundering Rules and ensure departmental compliance.
• Obtain client valuations from Intelligent Office and Figaro.
  
  Educated to GCSE level or equivalent, including Maths and English.
• Strong written and oral communication skills.
• Excellent attention to detail.
• Well-organised and able to plan effectively.