Financial Planning Assistant
2 days ago
To provide high-quality support to our Private Client Financial Planners in delivering exceptional financial planning services to our clients.
Key Responsibilities:
- Drafting financial planning reports to meet and exceed activity targets.
- Developing and maintaining technical and market awareness knowledge to assist in providing effective advice.
- Maintaining CPD requirements and logging as appropriate.
- Negotiating and agreeing contract placements with clients.
- Ensuring correct compilation and completion of applications and schemes in accordance with internal and regulatory standards.
- Recording and maintaining information on Intelligent Office for efficient workflow management and record-keeping.
- Filing and storing records and files in accordance with internal standards.
- Applying internal and regulatory standards as specified in procedural manuals and handbooks.
Requirements:
- Strong understanding of financial planning principles and practices.
- Excellent communication and interpersonal skills.
- Ability to work effectively in a team environment.
- Strong organizational and time management skills.
- Proficiency in Microsoft Office and Intelligent Office.
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