Financial Planning Assistant

1 week ago

Gerrards Cross, Buckinghamshire, United Kingdom Blakemore Recruitment Full time

We are seeking a highly skilled Financial Planning Assistant to join our team at Blakemore Recruitment. This role involves providing administrative support for the efficient processing of business and delivering exceptional service to clients.

The ideal candidate will have a minimum of 2 years of experience working with high net worth UK resident private clients and delivering financial planning and investment management services.

Responsibilities include:

  • Onboarding new clients with full administrative support
  • Maintaining and updating client data in a secure environment
  • Preparing client reviews, updating cash flow models, and producing supporting reports
  • Liaising with clients by telephone, letter, and email
  • Delivering service proposition within agreed service levels and timescales
  • Working with administrative staff to ensure application and provider forms are prepared as required
  • Collaborating with other professional advisers, solicitors, and accountants to implement an agreed action plan

The successful candidate will be a highly organized and efficient individual with excellent communication skills and a strong attention to detail.

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