Job Description
Senior Financial Planning Assistant A fantastic opportunity for an experienced Financial Planning Assistant to take on a senior support role within a busy wealth planning team. You will provide high-quality administrative and client support to Planners, ensuring smooth delivery of advice and excellent client outcomes. The Role Act as a first point of contact for clients, handling queries and correspondence with professionalism.
Provide administrative support to Planners, including onboarding, valuations and new business. Prepare meeting packs, manage diaries, and complete follow-up actions. Maintain accurate client records on CRM system.
Assist in training and mentoring junior assistants, sharing knowledge and best practice. Contribute to process improvements and support team efficiency initiatives. About You Strong knowledge of the financial planning process and products.
Previous experience in a Wealth Planning/IFA support role. Excellent accuracy, attention to detail, and organisational skills. Strong communication and interpersonal skills, with a professional client service approach.
Collaborative team player with a proactive attitude. Whats on Offer A senior-level support role with exposure to client meetings and wider team responsibilities. Opportunity to mentor and train junior colleagues.
Ongoing professional development and CPD support. A collaborative and supportive team en...