Financial Planning Assistant

My client are a Global Wealth & Asset Management business with over £20bn AUM and around 300 employees that specialise in providing solutions to HNW & UHNW individuals, families, institutions and charities. They are now looking for a number of Financial Planning Assistants to join their team as their period of growth continues. You will be expected to provide excellent client service to a dedicated selection of private clients and assist with onboarding for new clients too. Responsibilities:Client Onboarding~• Supporting clients and intermediaries throughout the onboarding lifecycle, including but not limited to;o Preparing account opening documentationo Assisting clients with documentation completiono Advising clients on Source of Wealth and KYC requirementso Monitoring progress of account opening and providing regular updates to both clients and client owners• Communicating with external service providers including but not limited to; third party custodians, pension providers and incumbent custodians• Assisting in the co-ordination of new assets being transferred into client accounts• Co-ordination of credit documentation and requirements for mortgage and lending when required• Completion of simple tax forms when required• Ensuring that client account opening packs are compliant and up to date when requiredClient Administration & Servicing ~ • Processing client requests, including but not limited to;o Withdrawalso New account set upso ISA subscriptionso Transfers of assetso Account closures• Answering ad-hoc queries from clients and their external advisers• Producing reporting documents for client mtgs using Excel and PowerPoint where required• Responsible for setup of quarterly valuation letter mailout where required• Initiating and following to completion various processes• Requesting documentary evidence and processing changes to client circumstances• Recording new client assets in centralised pipeline tool• Maintaining CRM client data as required• Ensure all key documents on the CRM are up to date and compliant; including but not limited to ATR, Fact Find and DMA• Assist in the completion of annual suitability reviewsExperience:Minimum of 1 year working within a similar support style role within Financial Planning or Wealth ManagementSome progress towards exams will be advantageous