Role Overview
Join us as a Financial Planning Centre Assistant to provide vital administration for all new financial planning business and support our coverage teams to deliver exceptional client service.
What You Will Do
Provide administration support for new and existing business transactions, deal with queries and administration for existing financial planning products, and liaise with colleagues to ensure service standards are met.
Why It Might Be a Fit
This role is ideal for someone with a thorough understanding of financial planning products and excellent communication skills who is keen to develop their knowledge and advance their career in a fast-paced and collaborative team.
Requirements
- Thorough understanding of financial planning products
- Experience of dealing with client requirements in relation to suitability
- Broad general knowledge of the financial services environment and products
- Ability to identify scenarios where further clarity is required
- Excellent communication skills
- Willingness to develop technical knowledge
- Enrolled in either CISI IAD level 4 or CII Diploma in Regulated Financial Planning
Benefits
- Competitive salary of £32,400.00
- Contribution to help you save for retirement
- Range of protection, healthcare or lifestyle benefits through NatWest Group Benefits
To apply for this job please visit rbs.wd3.myworkdayjobs.com.
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