Are you an experienced financial services administrator looking to realise your potential with a thriving financial planning firm that cares about its clients, staff and local community?
Jane Newman Financial Planning Ltd is a team of financial advisers based in Droitwich, Worcestershire offering award-winning financial planning and wealth management services. We always endeavour to make the client experience a positive one.
We seek an accomplished, experienced, administrator with at least three diploma level financial services qualifications to work alongside our advisers. Whatever stage of your career you are joining us at, you will benefit from being guided and mentored by a well-qualified and highly experienced team.
We are a refreshing alternative to larger, corporate firms and pride ourselves on offering varied responsibilities whilst challenging and empowering you beyond your job title.
This role concentrates on researching, preparing, and implementing financial plans and investment strategies. You will act as a key technical resource in our company, work on complex financial planning cases and be a senior and vital member of staff. We will offer plenty of opportunities to take an expanding role in our growing firm.
The principal responsibilities centre around research and report writing for investment and pension cases:
- Preparing recommendations – technical analysis and report writing.
- Implementation – keying applications and downloading relevant documents
- Reviews – investment strategy, asset allocation and risk profiling and lifetime cash flow.
- Client Servicing – building strong relationships with clients and attending meetings when required.
- Preparation of client files – ensuring files are up to date with the full support of our administration team.
Essential Skills
- Two to three years of experience working in a financial services administration role
- Three diploma level financial services qualifications
- Excellent technical understanding of financial services products
Desirable Skills
- Diploma in Financial Planning.
- Knowledge of technical financial planning tools, e.g. IO, Genovo, Financial Express Analytics, Dynamic Planner
- Highly organised, methodical, analytical and disciplined
- Able to convey complex information in an easy-to-understand way
- Excellent attention to detail
- A friendly and helpful manner and a team player
- Able to work to strict deadlines and under pressure if needed
- Excellent interpersonal skills, both written and verbal
- Able to work as part of a team and in isolation with your adviser and connect with all your colleagues
- Share our values and have a desire to work with us to achieve our company goals
About Us
We are an award-winning financial planning firm in Worcestershire and continuously achieve Top Rated Firm 2024 and each of our advisers received Top Rated Adviser 2024 status from VouchedFor.
Our ethos is to inform and inspire our clients to make the right decisions for their financial success. We pride ourselves on building lasting relationships with our growing client base and most of our referrals come from existing customers.
We have a friendly, fun and highly professional team at JNFP. We emphasise training and progression and provide the environment and resources for our staff to achieve. As a family-run business, our team enjoys spending time together, regularly socialising, and playing sports together. We support and nurture our staff, which ensures that we can provide the best service to our clients.
Our office is based just outside Droitwich town centre with parking available.
Apply with your CV to emily@janenewmanfp.co.uk
Application Deadline:
28th June 2024
NO AGENCIES PLEASE