Job Description
Take the next step in your career and be rewarded with a 5‑figure sign‑on bonus when you apply between April 1 and June 30, 2026.
Overview of the Role
The Senior Financial Planning Assistant plays a pivotal role in supporting financial planners by managing complex administrative tasks and assisting in the preparation of detailed financial reports and client documentation. This role demands a high level of accuracy, organization, and communication to ensure seamless workflow within the financial planning team.
Main duties include:
- Assist in the preparation and review of detailed financial plans and reports.
- Manage client files, ensuring data accuracy and completeness within the financial planning software.
- Prepare product comparisons, quotations, and application forms for clients.
- Coordinate and schedule client meetings, manage appointments, and handl...