Found Description
Overview of the Role
ASenior Financial Planning Assistant provides advanced administrative and client service support to the financial planning team. This role requires a highly organized and proactive individual to handle complex financial planning tasks, including report preparation, insurance premium estimates, client interaction, and portfolio management.
This role plays a key part in handling complex financial planning tasks and ensuring smooth operations within the financial planning office.
Main duties include
- Summarize client details and set up client files and add client data to the financial planning software
- Prepare product comparison reports which involve digital correspondence with insurance and investment companies to gather specific client portfolio information
- Prepare portfolio reports and agenda for client meetings
- Prepare application forms and reports presentations
- Manage p...