Financial Planning Assistant Role
This role involves providing high-quality support to clients, Private Wealth Advisers, and the Head Client Relationship Manager. You will engage with clients, develop long-term rapport, and provide proactive support.
Key Responsibilities:
* Engage with clients and be their first point of contact
* Develop long-term relationships with clients
* Provide support to clients, Private Wealth Advisers, and the Head Client Relationship Manager
* Perform administration tasks, including XPLAN data management and client report preparation
* Manage client correspondence and adhere to internal procedures
* Assist with key projects and provide ad-hoc reception coverage when needed
Requirements:
* Excellent communication and interpersonal skills
* Ability to work under pressure and meet deadlines
* Proficient in Microsoft Office Suite
* Able to operate in a collaborative team environment
Benefits:
* Opportunity to grow and develop your career
* Chance to make a positive impact on people's lives
* Flexible working arrangements
About Us:
We are a leading financial wellbeing organisation that helps people feel good about their money. We value our employees and offer opportunities for growth and development.