Financial Planning Assistant

Updated: June 02, 2024 11:54 AM GMT

Broadway Financial Planning Ltd

Broadway

Minimum 20 hours per week

BFP is a leading Financial Planning firm delivering a truly bespoke, award-winning service to clients who want to get the most out of life and their money.

Position Overview: We are seeking a highly motivated Financial Planning Assistant to join our team on the Farncombe Estate, Broadway. The ideal candidate will assist in delivering an exceptional service to our clients by providing administrative support, preparing financial documents/forms and liaising with clients and providers.

Roles and Responsibilities:
• Assist Financial Planners/Paraplanner in preparing client financial plans, investment proposals and presentations.
• Support the Financial Planners/Paraplanner with day-to-day administrative tasks
• Prepare and process client account paperwork, including account opening, product transfers and maintenance.
• Assist the Financial Planners/Paraplanner to prepare for client meetings and provide follow-up communications, ensuring excellent client... More Detail