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Client:
Blakemore Recruitment
Location:
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
45242694d163
Job Views:
3
Posted:
25.06.2025
Expiry Date:
09.08.2025
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Job Description:
We are currently recruiting for a well-regarded Financial Planning practice based in Leighton Buzzard, looking to recruit a Senior Financial Planning Assistant.
The company is a client-focused Wealth Management firm, offering holistic advice to private clients, corporate clients, sports professionals, and medical clients.
The successful candidate will provide full administrative support to at least one Wealth Manager and work as part of a team to ensure excellent service for all clients and Wealth Managers.
Key responsibilities / accountabilities:
* Processing pension, investment, protection, and sometimes mortgage business.
* Preparing valuations and compliance paperwork for client reviews.
* Handling client queries.
* Performing fund switches.
* Updating client database (Intelligent Office).
* Collaborating with team members and assisting where necessary.
* Preparing documentation.
* Producing illustrations and cost comparisons.
Skills:
* Proficiency in Outlook, Microsoft Word, and Excel.
* Minimum of 2 years industry experience.
* Experience with Intelligent Office (or similar) and WRAP platforms preferred.
* Accuracy, attention to detail, and a proactive attitude.
* Flexibility and initiative.
* Excellent communication skills.
* Ability to work under pressure.
* Good time management skills.
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