Senior Financial Planning Assistant

Full time Financial Specialists

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...