Financial planning partner assistant

An established financial services practice is seeking a Financial Planning Partner Assistant to support Financial Planning Partners in delivering exceptional client service and efficient practice operations.

This role is ideal for a highly organized and detail-oriented professional with experience in the financial services industry, strong administrative capabilities, and a client-focused mindset.

The successful candidate will play a key role in managing administrative processes, supporting client relationships, and ensuring operational efficiency within the financial planning practice.

Key Responsibilities Client Services Serve as a primary point of contact for clients and assist with client service delivery. Liaise with product providers and assist Financial Planning Partners with client queries. Implement administrative processes and ensure compliance with internal procedures. Support complaint resolution processes where required. Maintain strong client re...