Financial Planning Partner Assistant

Full-time Accounting / Finance

Key Responsibilities Provide administrative and operational support to Financial Planning Partners. Act as the primary point of contact for clients, ensuring exceptional service. Prepare client documentation and maintain accurate client records. Process new business applications and manage client onboarding. Perform FICA and AML administration. Liaise with product providers regarding client transactions and queries. Monitor new business, policy transfers, and commission payments. Maintain accurate client information on Xplan. Prepare documentation for client reviews and portfolio reporting. Assist with diary management, client meetings, and office administration. Minimum Requirements 23 years' experience within the financial services industry. Previous experience supporting a Financial Adviser, Financial Planner, Wealth Manager, or Financial Planning Practice. Working knowledge of Xplan or a similar financial planning CRM system. Strong understanding of FAIS and FICA requirements. Exce...