Financial Planning Partner Assistant

Key Responsibilities Provide day-to-day administrative and operational support to the Financial Planning Partner. Serve as the primary point of contact for clients, ensuring a professional and efficient client experience. Prepare documentation and information required for client meetings and financial planning engagements. Process new business applications, policy amendments and client transactions. Manage client onboarding, including FICA and AML documentation. Liaise with product providers regarding new business, transfers, underwriting requirements and commission queries. Monitor applications through to completion and ensure all outstanding requirements are followed up. Maintain accurate client records and documentation on the CRM system. Prepare reports and documentation for client review meetings. Coordinate diaries, appointments and client communications. Assist with the planning and administration of client events and practice-related activities. Provide general office administr...

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