About us
The SMH Group offers a comprehensive suite of financial services to our clients including Accountancy, Financial Services, Wills & Probate, Commercial Finance, Residential Mortgages and Corporate Finance. We have over 150 employees across our 10 offices throughout the Yorkshire/Derbyshire region.
At SMH Group we truly believe our people are our greatest strength which is why we want to give them the confidence to grow and shape their future. As we continue to grow as a business we strive to be guided by our core behaviours – Client Centric, acting as One Firm, and Caring by doing the right thing for our people, clients and communities. As clients and our people at the fore front of everything we do, we leave no stone unturned to deliver consistent and impactful results. We foster a culture of respect, support, and inclusion within our teams.
If you’re looking to be part of a purpose-driven team we’d love to hear from you.
What will you be doing in the role?
As a Financial Planning Assistant, you will join our support team. The role will be to provide administrative support to the Financial Advisers and wider support team to ensure the efficient delivery of all advice.
Key responsibilities include:
Client administration:
- Client meeting confirmation
- Iris input / record keeping
- IO input / record keeping (includes risk profiler reports)
- Creation of client files (electronic)
- Obtaining information from providers
- Management of letter of authorities to completion
- Liaising with clients and providers
Stationary / post:
- Management of all office stationary needs (incl printer/scanner)
- Creation of new client packs for adviser meetings
- Management of post (delivery/collection/scanning)
New business processing (pre-sale):
- Creation of provider illustrations / applications / fund information etc
- Production of client presentation documents
New business processing (post-sale):
- Processing of online/paper applications
- Monitoring new business pipeline through to completion
- Chasing underwriting for protection cases
- Deal with all provider documentation
Client reviews:
- Produce all pre meeting review documentation
- Process post meeting review meeting documentation
- Production of post review letters
Group schemes:
- Monitoring of existing schemes
- Deal with annual renewal documentation / illustrations
- Set up new schemes through to completion
General admin:
- Deal with day-to-day correspondence from providers
- Action adviser / client requests
The Successful candidate
The person:
- Strong communication skills
- Excellent time management
- Self-motivated
- Attention to detail
Skills and Experience
- 3+ years FS experience (essential)
- Knowledge of FCA regulations (desirable)
- Senior administrator/paraplanning experience (desirable)
Our benefits and perks
- Salary: £26,500 – £31,000 depending on experience
- Study support for professional qualifications
- 25 days holiday, plus bank holidays (with the ability to purchase up to 5 more)
- Pension scheme
- Health Cash Plan (Level 1)
- Life Assurance 4x salary
- Eye tests
- Social events
- Volunteering opportunities
- Staff discounts on Wills, LPAs and residential mortgages
How to apply
Send your CV to HRadmin@smh.group
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