Financial Planning Assistant

We are recruiting an experienced and highly organised Financial Planning Assistant to join a growing Financial Services team.

This is an excellent opportunity for an individual with Financial Services Administration experience who is looking to further develop their career within a professional and supportive environment.

Working closely with Financial Advisers and the wider support team, you will play a key role in ensuring the smooth and efficient delivery of advice services whilst providing an outstanding experience for clients.

Key Responsibilities

Arranging and confirming client meetings
Maintaining accurate client records and databases
Creating and managing electronic client files
Obtaining information from product providers
Managing Letters of Authority through to completion
Liaising with clients, providers and third parties
Producing provider illustrations and application documentation
Preparing client presentation packs and sup...