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Financial Planning Support Assistant
Job Posted: 5 days ago
Salary: £ Competitive
Job Type: Permanent
Location: Bury St Edmunds, Suffolk
Expire in: 23 days
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 planBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
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Looking for your next career move? Join a top company hiring Financial Planning Support Assistant job near me in Bury St Edmunds, Suffolk! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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