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To provide administrative support to Financial Planners and Directors to ensure they have timely and accurate information for client meetings. Ensuring client records are up to date and that internal systems and processes are followed.Key Responsibilities
- Document Generation: Generate and compile documents to create accurate client review packs and check packs where appropriate.
- Information Liaison: Provide accurate and timely information by liaising with providers and third parties as necessary.
- Audit Trail Maintenance: Ensure a clear audit trail is maintained for all client records and that documents are saved and named correctly.
- Progress Updates: Keep Financial Planners and team members up to date with progress and escalate any concerns or complaints that may arise.
- Client Meeting Support: Prepare for and attend client meetings to support Financial Planners by presenting part of the meeting as appropriate
- Meeting Reviews: Conduct pre and post reviews, delegating tasks to team support as appropriate.
- New Business Due Diligence: Complete due diligence for all new business, following the new business checklist.
- Suitability Letters: Generate template suitability letters, completing the factual client and plan elements and free type sections where possible.
- Cash Weightings: Ensure cash weightings are checked each week and actioned in conjunction with the Financial Planner.
- Client Instructions Processing: Process all client instructions using the respective advice flow, checklists
- Project Involvement: Participate in projects and specific tasks to support your development.
Essential Qualifications
- Progressing towards the Diploma in Financial Planning.
Desirable Qualifications
- Diploma level 4.
To apply for this role or to find out more details please reach out to Andrea -
