The Role: I am recruiting a Financial Planning Assistant (Client Relationship Manager) on behalf of Wealth Matters, a leading independent Financial Planning firm based in Luton (LU1 . Working in a collaborative, fast paced and client focused team, you will support the Financial Planners and Paraplanners with delivering an exceptional financial planning service to Wealth Matters clients. The Financial Planning Assistant (internally titled Client Relationship Manager) helps to maintain and develop the client relationships, preparing for and arranging meetings for the Financial Planners and actioning all tasks arising from these meetings, ensuring all work is completed to a high standard and to tight deadlines. The Opportunity: This role provides exceptional career opportunities we are happy to recruit a career Client Relationship Manager but, if you would like to progress, you will receive the support required to become Diploma qualified and, as your skills and experience develop, the further opportunity to become a Chartered Financial Planner/ Financial Adviser. The Person: The successful Financial Planning Assistant (Client Relationship Manager) will be intelligent, keen to learn, embracing of change, proactive, organised and detail orientated, with exceptional relationship building, customer service and administrative skills. They will be articulate, analytical and aspirational, keen to make a significant contribution to the growth of a progressive and ambitious firm while ..... full job details .....