Job Description
Financial Planning Support
Purpose of the Role
* To provide high-quality administrative support to Financial Planners and Directors, ensuring they are equipped with accurate and timely information for client meetings.
* To maintain up-to-date client records and ensure adherence to internal systems and processes.
* To mentor and support junior team members, fostering their development and enhancing team efficiency.
Key Responsibilities
Client Meeting Preparation
* Compile and generate accurate client review packs and check packs as required.
* Liaise with providers and third parties to gather timely and precise information.
Record Management
* Maintain a clear audit trail for all client records, ensuring documents are correctly saved and named.
* Regularly update internal systems and ensure all opportunities are accurately recorded.
Communication & Collaboration
* Keep Financial Planners and team members informed of progress, escalating concerns or complaints promptly.
* Conduct weekly review meetings with Financial Planners to discuss priorities and address any issues.
Client Meeting Support
1. Attend client meetings (2&n...