Job Description
Overview of the Role
A Financial Planning Assistant is an Admin Assistant role that combines administrative tasks with the preparation of insurance premium quotes and estimates. As a Financial Planning Assistant, the primary objective is to deliver high-quality work to clients by paying close attention to detail, ensuring prompt task completion, and proactively addressing client requirements.
Main duties include:
- Summarize client details, set files, and add 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.
- Preparing application forms, reports, and mindmap presentations.
- Submitting application forms and following up on applications, insurance, un...