Financial Planning Support Assistant

Time Appointments; Bury St Edmunds; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services company in Bury St Edmunds is seeking a Financial Planning Support Assistant. In this role, you will support financial planners by ensuring client records are accurate and assisting with various administrative tasks. The position offers opportunities for funded qualifications, personalized progression plans, and an excellent benefits package including private healthcare and flexible working arrangements.

Benefits

Funded qualifications and paid study leave

Free parking

25 days holiday plus bank holidays

Flexible working

Private healthcare

Annual salary reviews and performance bonuses

Qualifications

• Dedicated, hardworking, and personable candidate.
• Able to manage high volumes of work and prioritize.

Responsibilities

• Providing support to Financial Planners for client meetings.
• Ensuring client records are up to date.
• Supporting and developing junior team members.

Skills

Financial planning assistance experience

Previous support experience in financial services

Strong communication skills

Ability to work under own initiative

Teamwork ability

Job description

Are you looking for an opportunity to join an award-winning business? Do you want to be offered funded qualifications? Is it your passion to progress? LOOK NO FURTHER!

Our client, an award-winning Financial Service specialist based in Bury St Edmunds, are currently recruiting for a personable individual to join their thriving team as a Financial Planning Support Assistant or Senior Financial Planning Support Assistant.

Skills & Requirements:

• Our client will consider applicants with varying levels of financial planning assistance experience (salary dependant on experience)
• Previous support experience within the financial services industry
• Dedicated, hardworking, personable, and want to build a long-term career
• Able to manage high volumes of work and prioritise
• Ability to work well in a team as well as be able to work under own initiative
• Strong communication skills, both written and verbal

Key Responsibilities:

• Providing support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings
• Ensuring client records are up to date and that internal systems and processes are followed
• Supporting and developing junior team members
• Generating and compiling documents to create accurate client review packs.
• Liaising with clients, dealing with queries and servicing requirements.
• Completing post meeting actions and conducting various housekeeping checks.
• Collating documents, drafting suitability letters and increment letters.

Benefits:

• Funded qualifications including paid study leave, study books and resources paid for
• Personalised progression plans to ensure your success and progression in the business
• 1st class training from an award-winning business
• Free parking
• 25 days holiday+ bank holidays plus closure between Christmas and new year
• Flexible working
• Social events
• Length of service recognition
• Discounted legal services
• A refer a friend bonus
• Annual salary reviews and performance related bonuses
• Private healthcare and healthcare cash plan