Financial Planning Assistant

We are recruiting an experienced and highly organised Financial Planning Assistant to join a growing Financial Services team.
This is an excellent opportunity for an individual with Financial Services administration experience who is looking to further develop their career within a professional and supportive environment.Working closely with Financial Advisers and the wider support team, you will play a key role in ensuring the smooth and efficient delivery of advice services whilst providing an outstanding experience for clients.Key Responsibilities

Arranging and confirming client meetings

Maintaining accurate client records and databases

Creating and managing electronic client files

Obtaining information from product providers

Managing Letters of Authority through topletion

Liaising with clients, providers and third parties

Producing provider illustrations and application documentation

Preparing client presentation packs...