Financial Planning Partner Assistant

The Financial Planning Partner Assistant is a 12-month fixed-term contract position responsible for overseeing the administrative, operational, and client service functions within a financial planning practice. You will act as the primary liaison between the practice and the regional office, ensuring the seamless delivery of client requirements on behalf of the Financial Planning Partner.

Key Responsibilities:

• Implementing the defined client services experience and maintaining full responsibility for administrative processes and controls.
• Collation of client information for fact-finding and the preparation of documentation for engagement meetings.
• Managing FICA and AML capture and checking transition documentation for accuracy and compliance.
• Submitting and monitoring new business applications, intermediary appointments, and underwriting requirements with product providers.
• Maintaining accurat...