Senior Financial Planning Assistant - Leighton Buzzard

TN United Kingdom; Leighton Buzzard; On-site; GBP 30,000 - 45,000; Full time

Job summary

A well-regarded Financial Planning practice in Leighton Buzzard is seeking a Senior Financial Planning Assistant. The role involves providing administrative support to Wealth Managers and ensuring excellent service delivery to clients. Key responsibilities include processing financial business, preparing documentation, and handling client queries. Ideal candidates will have strong communication skills and at least 2 years of industry experience.

Qualifications

• Minimum of 2 years industry experience.
• Experience with Intelligent Office or similar platforms.

Responsibilities

• Processing pension, investment, protection, and mortgage business.
• Preparing valuations and compliance documentation for client reviews.
• Handling client queries.

Skills

Communication

Attention to detail

Time management

Proactive attitude

Flexibility

Tools

Intelligent Office

Excel

Word

Outlook

Job description

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Client:

Blakemore Recruitment

Location:

Leighton Buzzard

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

45242694d163

Job Views:

3

Posted:

15.05.2025

Expiry Date:

29.06.2025

Job Description:

We are currently recruiting for a well-regarded Financial Planning practice based in Leighton Buzzard, seeking a Senior Financial Planning Assistant.

The company is a client-focused Wealth Management firm that offers holistic advice to a diverse clientele, including private clients, corporate clients, sports professionals, and medical clients.

The role involves providing comprehensive administrative support to at least one Wealth Manager and collaborating with the team to ensure excellent service delivery to all clients.

Key responsibilities / accountabilities:

• Processing pension, investment, protection, and mortgage business.
• Preparing valuations and compliance documentation for client reviews.
• Handling client queries.
• Performing fund switches.
• Updating client database (Intelligent Office).
• Supporting team members as needed.
• Preparing documentation.
• Producing illustrations and cost comparisons.

Skills required:

• Proficiency in Outlook, Word, and Excel.
• Minimum of 2 years industry experience.
• Experience with Intelligent Office or similar platforms, and ideally WRAP platforms.
• Attention to detail, accuracy, and a proactive attitude.
• Flexibility and initiative.
• Excellent communication skills.
• Ability to work under pressure.
• Strong time management skills.