Financial Planning Partner Assistant

Key Responsibilities

• Provide day-to-day administrative and operational support to the Financial Planning Partner.
• Serve as the primary point of contact for clients, ensuring a professional and efficient client experience.
• Prepare documentation and information required for client meetings and financial planning engagements.
• Process new business applications, policy amendments and client transactions.
• Manage client onboarding, including FICA and AML documentation.
• Liaise with product providers regarding new business, transfers, underwriting requirements and commission queries.
• Monitor applications through to completion and ensure all outstanding requirements are followed up.
• Maintain accurate client records and documentation on the CRM system.
• Prepare reports and documentation for client review meetings.
• Coordinate diaries, appointments and client communications.
• Assist with the ...