Financial Planning Assistant
1 month ago
About Befree : Trusted by over 700 businesses, we deliver best practice bookkeeping, accounts and payroll solutions tailored to your business' needs.
The role of the Financial Planning Assistant
The Financial Planning Assistant's key responsibilities include preparing and maintaining client files, understanding and analysing recommendations to ensure compliance, implementing client instructions, and reviewing client portfolios.
Key Activities:
- Prepare and maintain client files, including financial cash flow forecasts and net worth statements.
- Understand and analyse recommendations to ensure compliance requirements are met.
- Implement client instructions, including changes to investments and compliance paperwork.
- Review client portfolios and complete review packs for future planning meetings.
Job Timings : 7:30AM to 4:30PM (1st Sat, 3rd Sat & 5th Sat off)
Salary : Competitive salary as per Industry standards.
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