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 environment.