Job Description

We’re looking for a motivated and detail-oriented individual to join our Financial Planning team. This role is perfect for someone who enjoys working collaboratively, supporting clients, and ensuring processes run smoothly. You’ll play a key part in helping our Financial Planners deliver excellent service, while developing your own skills in a supportive and inclusive environment.

Key Responsibilities:


In this role, you will:

  • Use Intelligent Office (IO) to accurately record and maintain client information.
  • Manage tasks within IO, ensuring timely updates and monitoring progress.
  • Prepare pre-meeting packs for new clients to support Financial Planners.
  • Collaborate with Financial Planners to create client engagement letters.
  • Facilitate and complete Annual Reviews in coordination with Financial Planners.
  • Process new business submissions efficiently.
  • Handle phone calls from clients and third-party provide...

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