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Client:
Blakemore Recruitment
Location:
Leighton Buzzard
Job Category:
Finance
EU work permit required:
Yes
Job Reference:
45242694d163
Job Views:
3
Posted:
15.05.2025
Expiry Date:
29.06.2025
Job Description:
We are currently recruiting for a well-regarded Financial Planning practice based in Leighton Buzzard, seeking a Senior Financial Planning Assistant.
The company is a client-focused Wealth Management firm that offers holistic advice to a diverse clientele, including private clients, corporate clients, sports professionals, and medical clients.
The role involves providing comprehensive administrative support to at least one Wealth Manager and collaborating with the team to ensure excellent service delivery to all clients.
Key responsibilities / accountabilities:
* Processing pension, investment, protection, and mortgage business.
* Preparing valuations and compliance documentation for client reviews.
* Handling client queries.
* Performing fund switches.
* Updating client database (Intelligent Office).
* Supporting team members as needed.
* Preparing documentation.
* Producing illustrations and cost comparisons.
Skills required:
* Proficiency in Outlook, Word, and Excel.
* Minimum of 2 years industry experience.
* Experience with Intelligent Office or similar platforms, and ideally WRAP platforms.
* Attention to detail, accuracy, and a proactive attitude.
* Flexibility and initiative.
* Excellent communication skills.
* Ability to work under pressure.
* Strong time management skills.
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