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Financial Planning Support Assistant
Job Posted: 5 hours ago
Salary: £ Competitive
Job Type: Permanent
Location: Lowestoft, Suffolk
Expire in: a month
Job Description
Our client, a Financial Service specialist based in Lowestoft, are currently recruiting for a personable individual to join their thriving team as a Financial Planning Support Assistant or Senior Financial Planning Support Assistant.
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.
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
Benefits:
* 3.30pm finish on Fridays
* 25 days holiday + Bank Holidays
* Pension scheme
* Death in service
* Support with qualifications
* Free parkingBefore You Apply
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Looking for your next career move? Join a top company hiring Financial Planning Support Assistant job near me in Lowestoft, 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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