We are currently recruiting for a well regarded Financial Planning practice based in Leighton Buzzard who are looking to recruit a Senior Financial Planning Assistant.

They are a client focused Wealth Management company. They pride themselves in offering holistic advice to a wide range of clients including; private clients, corporate clients, sports professionals and media clients.

They are looking to recruit an experienced Senior Financial Planning Assistant to join their Client Servicing team.

The successful candidate will provide full administrative support and assistance to at least one allocated Wealth Manager. Also work as part of a team to make sure that all Wealth Managers and their clients are provided with an excellent level of service.

Key responsibilities / accountabilities:

• Processing of pension, investment, protection and sometimes mortgage business.
• Preparation of valuations and compliance paperwork required for client reviews.
• Dealing with client queries.
• Performing fund switches.
• Updating of our client database (Intelligent Office).
• Working as part of a team and assisting other team members where necessary.
• Preparation of documentation.
• Production of illustrations and cost comparisons.

Skills

• Proficient at using Outlook, Microsoft Word and Excel.
• Industry experience (2 years minimum).
• Experience of using Intelligent Office (or similar) and ideally WRAP platforms.
• Accuracy, attention to detail and a 'can do’ attitude.
• Proactive and flexible attitude.
• The ability to use own initiative.
• Excellent communication skills.
• The ability to work under pressure.
• Time management skills.