About Company
Are you eager to launch or advance your career in financial services? Career.zycto offers a dynamic and supportive environment where your contributions directly impact client success and team efficiency. We pride ourselves on fostering growth, offering invaluable exposure to complex financial planning, and championing a collaborative culture. Join us to be an integral part of a team dedicated to exceptional client outcomes and professional development in the heart of Guildford.
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Job Description
We are seeking a highly motivated and detail-oriented Financial Planning Support Assistant to join our thriving team in Guildford. This full-time, on-site role is an exceptional opportunity for an individual passionate about building a career in financial services and providing critical administrative and technical support to our experienced financial planners. As a cornerstone of our client service model, you will play a pivotal role in ensuring the seamless operation of our planning process, ultimately contributing to the delivery of outstanding financial advice and client satisfaction.
Your day-to-day will involve a diverse range of tasks, from preparing client review packs and processing new business applications to maintaining accurate client records and coordinating appointments. You will become adept at navigating various financial systems and platforms, gaining invaluable insight into investment, pension, and protection products. This isn’t just an administrative role; it’s a chance to learn the intricacies of financial planning from the ground up, working closely with advisors and directly impacting the lives of our clients by helping them achieve their financial goals. We foster a collaborative environment where initiative is encouraged, and continuous learning is paramount. If you thrive in a fast-paced setting, possess excellent organisational skills, and are committed to professional growth, this position at Career.zycto offers the perfect launchpad for a rewarding career in wealth management. You’ll be instrumental in supporting our planners, allowing them to focus on high-value client engagement and strategic advice, knowing that the operational backbone is robust and efficient thanks to your contributions. Your ability to anticipate needs, manage priorities, and communicate effectively will be key to your success and integration into our supportive team culture.
Key Responsibilities
- Prepare comprehensive client review packs, including valuations, performance reports, and policy summaries.
- Process new business applications accurately and efficiently, ensuring all necessary documentation is complete and submitted.
- Maintain precise and up-to-date client records within our CRM system, adhering to compliance standards.
- Handle client correspondence, including letters, emails, and phone calls, professionally and promptly.
- Liaise with product providers to obtain policy information, illustrations, and application updates.
- Manage advisor diaries, schedule client meetings, and prepare meeting agendas.
- Assist with administrative tasks such as scanning, filing, and general office support to ensure smooth operations.
Required Skills
- Minimum of 1 year experience in an administrative or support role, preferably within financial services.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
- Exceptional organisational skills and meticulous attention to detail.
- Strong written and verbal communication abilities.
- Ability to manage multiple tasks and prioritise effectively in a fast-paced environment.
- A genuine interest in financial planning and a commitment to professional development.
Preferred Qualifications
- Experience with CRM software (e.g., Salesforce, XPLAN) and financial planning platforms.
- Progress towards or willingness to study for industry-recognised qualifications (e.g., CISI, CII R01/R02).
- Familiarity with financial products such as pensions, investments, and protection.
Perks & Benefits
- Competitive salary and performance-related bonuses.
- Comprehensive health and wellness benefits.
- Generous pension contribution scheme.
- Support for professional qualifications and ongoing training.
- 25 days annual leave plus bank holidays.
- Collaborative and supportive team environment.
- Opportunities for career progression within the company.
How to Apply
If you are ready to take the next step in your career and join a forward-thinking financial planning firm, we encourage you to apply. Please click on the application link below to submit your CV and a covering letter outlining your suitability for this role.
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