The Role The role of the Financial Planning Assistant is to assist in providing administrative and technical support to the business. Qualifications - Minimum R01 Experience - Minimum 3 years of experience in a financial planning firm Key Contributions and Outputs New and existing client communications and queries Supporting the dealing with new enquiries and prospects Supporting the dealing with existing client enquiries Supporting the paraplanners in research and analysis to meet client needs and objectives Supporting the paraplanner in the processing of new business Developing and maintaining internal relationships to help maintain business flow and meet agreed targets Contributing to the smooth running of the administrative function within the business Promoting the profile of the business within the profession and wider communities Continuous professional development to meet regulatory requirements and personal development needs Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally The role holder is responsible for: Managing new business recording and submission Communicating and recording product and planning analysis results Basic report writing Liaising with product providers and other relevant third parties Individual workflow and task delivery Assisting the business with: Preparing paperwork for client meetings Planning and product research New business submission and tracking to conclusion Technical filing on to business systems Booking client appointments Greeting clients to the office Dealing with client queries