Job description
An opportunity has arisen with a wealth management firm in Edinburgh looking to hire a Wealth Planning Assistant into their team.
You will be part of a team providing support to Financial Planners.
Responsibilities:
1. Using Xplan system and a variety of platforms
2. Obtain quotes, illustrations, product information and appropriate paperwork
3. Prepare annual reviews/valuations
4. Process new business
5. Liaise with providers
6. Deal with client queries
You will have:
7. Full understanding of the end-to-end Financial Planning process
8. Knowledge of Financial Planning products
9. Systems: Xplan, and Voyant