Financial Planning Assistant

We are recruiting an experienced and highly organised Financial Planning Assistant to join a growing Financial Services team. This is an excellent opportunity for an individual with Financial Services Administration experience who is looking to further develop their career within a professional and supportive environment.Working closely with Financial Advisers and the wider support team, you will play a key role in ensuring the smooth and efficient delivery of advice services whilst providing an outstanding experience for clients.Key ResponsibilitiesArranging and confirming client meetingsMaintaining accurate client records and databasesCreating and managing electronic client filesObtaining information from product providersManaging Letters of Authority through to completionLiaising with clients, providers and third partiesProducing provider illustrations and application documentationPreparing client presentation packs and supporting documentsProcessing online and paper-based applicationsMonitoring new business cases through to completionChasing underwriting requirements for protection casesManaging provider correspondence and documentationProducing pre-review meeting documentationProcessing post-review administrationPreparing review reports and follow-up correspondenceSupporting the management of existing schemesProcessing annual renewals and illustrationsAssisting with the implementation of new schemesWhat you''ll need to succeed EssentialMinimum 3 years'' experience ..... full job details .....