Financial Planning Assistant Supervisor

• Standards and professionalism
• Doing work they are proud to put their name to
• Building long‑term client relationships
• Being part of a firm with real momentum and intent

• A firm with clear direction and momentum
• Clients who value advice and relationships
• Colleagues who care about doing things properly
• A culture built on Passion, Trust, Humanity and Honesty
• Genuine opportunity to shape your career as the firm grows

The Role

• Providing relevant documentation to the Financial Planning Consultants ahead of client meetings
• Ensuring accurate completion of compliance requirements
• Ensuring that the administrative requirements are complete for the client review processes
• Responding to client queries 
• Conducting 1-1 meetings, quarterly review meetings and annual goal setting meetings with direct reports
• Providing general training and development to assigned team

The Candidate

• Experience of working in an administrative capacity for an organisation in Financial Services
• Experience of supporting and working closely with a Financial Advisor
• Either already achieved or be willing to work towards completing a Certificate in Financial Planning qualification 
• Extensive administrative and customer service experience
• Organised and comfortable with managing diaries / scheduling appointments
• Excellent communication skills (in both written and verbal forms) and a passion for delivering exemplary service to clients
• Comfortable working in a fast paced environment
• A dedicated team player, and willing to assist colleagues in the team where possible 
• Able to prioritise workloads under strict deadlines and use initiative to solve problems
• General IT skills
• A Full UK Driving Licence (desirable not essential requirement)

The Benefits

• Salary Sacrifice Employer Contribution Pension Scheme including Life Cover (4x salary) and Income Protection
• Competitive Annual Leave entitlement & Annual Leave Purchase Scheme allowing you to buy up to 5 additional days annual leave each year
• Smart Working Policy, giving you the ability to balance home and remote working
• Health Shield Cash Plan (cash back on a range of Health benefits and discounts on holidays, fashion and entertainment)
• Employee Assistance Programme (24/7 confidential support for wellbeing and health)
• Paid flu jabs and eye tests
• Introductory Commission Scheme (financial reward if you refer a new client)
• Employee Referral Scheme (financial reward if you refer new AW colleagues) enabling you to claim up to £2,500 for each referral
• Investment towards Continuous Professional Development (CPD), which includes access to comprehensive training courses and materials
• Paid professional membership fees