Financial Planning Support Assistant

TIME Appointments Ltd; England; On-site; GBP 20,000 - 30,000; Full time

Job summary

An award-winning Financial Services specialist in the United Kingdom is seeking a Financial Planning Support Assistant. The role involves supporting financial planners, managing client records, and ensuring timely information for meetings. Ideal candidates should have some experience in financial services and strong communication skills. The company offers comprehensive training, funded qualifications, and various benefits to enhance employee growth and wellbeing.

Benefits

Funded qualifications

Personalized progression plans

1st class training

Free parking

25 days holiday plus bank holidays

Flexible working

Social events

Length of service recognition

Discounted legal services

Refer a friend bonus

Annual salary reviews

Private healthcare and cash plan

Qualifications

• Dedicated, hardworking, personable individual.
• Able to manage high volumes of work and prioritise tasks.
• Strong verbal and written communication skills.

Responsibilities

• Provide support to Financial Planners and Directors for client meetings.
• Keep client records up to date.
• Support and develop junior team members.
• Generate and compile documents for client review packs.
• Liaise with clients and handle queries.
• Complete post-meeting actions.

Skills

Financial planning assistance experience

Support experience in financial services

Strong communication skills

Teamwork and initiative

Ability to manage high volumes of work

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