Job Description
About the Company - Reed Recruitment, are working on behalf of a client who are seeking a Senior Financial Planner Support to join their Busy Office
About the Role - Take on a senior support role to assist Financial Planners and Directors, ensuring clients receive consistent, high-quality service and support. Mentor and develop team members to deliver exceptional service to clients. Maintain up-to-date client records and ensure all team members consistently follow internal systems and processes.
Responsibilities -
1. Create and compile documents to produce accurate client review packs and check packs as needed.
2. Provide proactive, high-quality support to Financial Planners and Directors, assisting with urgent and technical issues when necessary.
3. Ensure all client communications are clear and accurate, coordinating policy analysis, liaising with providers, and maintaining a full audit history of information provided.
4. Keep Financial Planners and team members informed of progress, managing any arising issues and escalating concerns or complaints as necessary.
5. Hold weekly review meetings with Financial Planners to discuss priorities and any issues.
6. Prepare for and attend client meetings to support Financial Planners by presenting parts of the meeting (e.g., cashfl...