Senior Financial Planning Assistant

TN United Kingdom; Leighton Buzzard; On-site; GBP 35,000 - 50,000; Full time

Job summary

A boutique financial planning practice in Leighton Buzzard seeks a Senior Financial Planning Assistant. The role involves supporting Wealth Managers, processing client correspondence, and maintaining accurate records. Ideal candidates will have strong attention to detail and a client-focused approach.

Qualifications

• Minimum of 3 years of industry experience.
• Competent at using Microsoft Office applications.

Responsibilities

• Provide administrative support to Wealth Managers and clients.
• Process correspondence in a compliant manner.
• Communicate professionally with clients.

Skills

Client focused

Attention to detail

Time management

Flexibility

Teamwork

Self-discipline

Education

Certificate in Regulated Financial Services Operations

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

CRM portal

Job description

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Client:

Blakemore Recruitment

Location:

Job Category:

Finance

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EU work permit required:

Yes

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Job Reference:

b40db4c2e501

Job Views:

3

Posted:

14.05.2025

Expiry Date:

28.06.2025

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Job Description:

We are currently recruiting for a boutique financial planning practice based in Leighton Buzzard who are looking for a Senior Financial Planning Assistant to join their team.

The Senior Financial Planning Assistant works alongside the Financial Planners / Paraplanners in order to provide administrative support to productive Wealth Managers and their clients.

Job Duties

• Working closely with the Financial Planners /Paraplanners who also assist the Wealth Managers, to ensure that client specific tasks are fully understood and processed accurately
• Processing of correspondence relating to existing and new business in a compliant and timely manner
• Assisting the Financial Planners /Paraplanners with producing Client Review Packs
• Accurate updating of client records and tasks on Intelligent Office
• Communicating with internal and external clients of the company professionally, both verbally and in writing
• Performing buy, sell, switch and rebalance trades within a specified timescale. Trades to be checked by Financial Planner or Operations Director prior to submission.

The above key responsibilities/accountabilities describe the general duties of the role and does not preclude other duties which are necessary for the efficient service delivery of the business in meeting its objectives.

• A minimum of 3 years of industry experience
• Client focused
• A high standard of accuracy and attention to detail
• Time management skills and the ability to prioritise with a keen sense of urgency
• Flexibility and the ability to react quickly to change
• Self-disciplined and focused
• A ‘can do’ attitude
• Thrive in a team environment and work well with others
• Competent at using Microsoft Word, Excel and Outlook.

Desirable Skills and Qualifications

• Experience of using CRM portal (Intelligent Office ideally) and Platforms.
• Certificate in Regulated Financial Services Operations