Financial Planning Partner Assistant

Key Responsibilities

• Provide administrative and operational support to Financial Planning Partners.
• Act as the primary point of contact for clients, ensuring exceptional service.
• Prepare client documentation and maintain accurate client records.
• Process new business applications and manage client onboarding.
• Perform FICA and AML administration.
• Liaise with product providers regarding client transactions and queries.
• Monitor new business, policy transfers, and commission payments.
• Maintain accurate client information on Xplan.
• Prepare documentation for client reviews and portfolio reporting.
• Assist with diary management, client meetings, and office administration.

Minimum Requirements

• 2–3 years’ experience within the financial services industry.
• Previous experience supporting a Financial Adviser, Financial Planner, Wealth Manager, or Financial Plannin...