We are currently recruiting for a boutique financial planning practice based in Leighton Buzzard who are looking for a Senior Financial Planning Assistant to join their team.
The Senior Financial Planning Assistant works alongside the Financial Planners / Paraplanners in order to provide administrative support to productive Wealth Managers and their clients.
Job Duties
1. Working closely with the Financial Planners /Paraplanners who also assist the Wealth Managers, to ensure that client specific tasks are fully understood and processed accurately
2. Processing of correspondence relating to existing and new business in a compliant and timely manner
3. Assisting the Financial Planners /Paraplanners with producing Client Review Packs
4. Accurate updating of client records and tasks on Intelligent Office
5. Communicating with internal and external clients of the company professionally, both verbally and in writing
6. Performing buy, sell, switch and rebalance trades within a specified timescale. Trades to be checked by Financial Planner or Operations Director prior to submission.
The above key responsibilities/accountabilities describe the general duties of the role and does not preclude other duties which are necessary for the efficient service delivery of the business in meeting its objectives.
Essential Skills
7. A minimum of 3 years of industry experience
8. Client focused
9. A high standard of accuracy and attention to detail
10. Time management skills and the ability to prioritise with a keen sense of urgency
11. Flexibility and the ability to react quickly to change
12. Self-disciplined and focused
13. A ‘can do’ attitude
14. Thrive in a team environment and work well with others
15. Competent at using Microsoft Word, Excel and Outlook.
Desirable Skills and Qualifications
16. Experience of using CRM portal (Intelligent Office ideally) and Platforms.
17. Certificate in Regulated Financial Services Operations