Senior Financial Planning Assistant
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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
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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.
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Prepare meeting packs manage diaries and complete follow-up actions.
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Maintain accurate client records on CRM system.
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Assist in training and mentoring junior assistants sharing knowledge and best practice.
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Contribute to process improvements and support team efficiency initiatives.
About You
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Strong knowledge of the financial planning process and products.
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Previous experience in a Wealth Planning/IFA support role.
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Excellent accuracy attention to detail and organisational skills.
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Strong communication and interpersonal skills with a professional client service approach.
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Collaborative team player with a proactive attitude.
Whats on Offer
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A senior-level support role with exposure to client meetings and wider team responsibilities.
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Opportunity to mentor and train junior colleagues.
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Ongoing professional development and CPD support.
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A collaborative and supportive team environment.
Key Skills
- Internal Audit
- Financial Services
- Financial Performance
- Variance Analysis
- Journal Entries
- Account Management
- ACH
- Customer Accounts
- General Ledger Accounts
- Payroll
- Customer Relationships
- Financial Statements
- Annual Reports
