Job Description

We are currently recruiting for a boutique financial planning practice based in Leighton Buzzard who are looking for a Senior Financial Planning Assistant to join their team.

The Senior Financial Planning Assistant works alongside the Financial Planners / Paraplanners in order to provide administrative support to productive Wealth Managers and their clients.


Job Duties

  • Working closely with the Financial Planners /Paraplanners who also assist the Wealth Managers, to ensure that client specific tasks are fully understood and processed accurately

  • Processing of correspondence relating to existing and new business in a compliant and timely manner

  • Assisting the Financial Planners /Paraplanners with producing Client Review Packs

  • Accurate updating of client records and tasks on Intelligent Office

  • Communicating with internal and external clients of the company professionally, both verbally and in writing

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