Senior Financial Planning Assistant

Senior Financial Planning Assistant focuses on provide full administrative support and assistance to at least one allocated wealth manager.

What the role involves

• Provide full administrative support and assistance to at least one allocated Wealth Manager.
• Processing of pension, investment, protection and sometimes mortgage business.
• Preparation of valuations and compliance paperwork required for client reviews.
• Dealing with client queries.
• Performing fund switches.
• Updating of our client database (Intelligent Office).

Additional role context

• They are a client focused Wealth Management company.
• They are looking to recruit an experienced Senior Financial Planning Assistant to join their Client Servicing team.
• Also work as part of a team to make sure that all Wealth Managers and their clients are provided with an excellent level of service.