Financial Planner jobs in United Kingdom

A client of ours in the Bury St Edmunds area are recruiting a Financial Planner Support to join their team. This is a full-time permanent position working Monday - Friday 9.00am - 5.00pm (there is the option to work 8.00am - 4.00pm or 10.00am - 6.00pm). Paying a negotiable salary depending on experience. This is a hybrid position working 3 days in the office and 2 from home after probation.

This role will provide admin support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings.

• Generate and compile documents to create accurate client review packs
• Provide accurate and timely information liaising with providers and third parties
• Ensure a clear audit trail is maintained for all client records
• Keep Financial Planners and team members up to date with progress and escalate any concerns or complaints that may arise.
• Prepare for and attend client meetings presenting part of the meeting as appropriate e.g. cashflow, as and when required (2-3 times a year)
• Conduct pre and post reviews, delegating team support, as appropriate, for certain tasks. Ensure meeting notes are issued promptly and actions are completed
• Support and develop trainee team members
• Complete due diligence for all new business
• Generate template suitability letters from IO, completing elements where possible.
• In conjunction with the Financial Planner, ensure the cash weightings are checked each week and actioned
• Ensure IO is up to date and opportunities are added and maintained
• Process all client instructions using the respective advice flow, checklists and IO event lists and tasks

• Progressing towards the Diploma in Financial Planning
• Previous experience within financial services or planning
• High attention to detail
• Knowledge of pensions and investments
• Excellent communication skills
• Ability to manage a prioritise workload

• Pension (6% company contribution & 3% employee contribution)
• Bupa cash plan
• 25 days' holiday + 1 day off for birthday, plus bank holidays'
• Christmas Shutdown
• Income Protection
• Learning & Development provided by team internally
• Company pay for people to become chartered and for their CII Diploma

If you feel like you meet the above criteria & would like to be considered for this Financial Planner Support position, please apply with your CV. jobs