Financial Planning Partner Assistant

The Financial Planning Partner Assistant will provide comprehensive administrative, operational, and client services support to Financial Planning Partners, acting as the primary liaison between the practice, clients, and product providers. Key responsibilities: Manage end-to-end client onboarding, including data discovery, fact-finding, FICA, and AML verification. Prepare client portfolios, review documentation, and process new business applications and transfers. Maintain accurate client reco… This vacancy is listed on Adzuna. Read the full advert and apply there; Insly does not receive applications for it.