Senior Financial Planning Assistant

Overview of the Role

Senior Financial Planning Assistant provides advanced administrative and client service support to the financial planning team. This role requires a highly organized and proactive individual to handle complex financial planning tasks, including report preparation, insurance premium estimates, client interaction, and portfolio management.

This role plays a key part in handling complex financial planning tasks and ensuring smooth operations within the financial planning office.

Responsibilities

• Summarize client details and set up client files and add client data to the financial planning software.
• Prepare product comparison reports which involve digital correspondence with insurance and investment companies to gather specific client portfolio information.
• Prepare portfolio reports and agenda for client meetings.
• Prepare application forms and reports presentations.
• Manage p...