Financial Planner Support

3 weeks ago


Ipswich, United Kingdom Focus Search and Selection Full time

Focus Search and Selection have partnered with a reputable Chartered Financial Planner who is seeking an experienced Financial Planner Support to join their growing team.As a Financial Planner Support, you will play a key role in providing comprehensive administrative and technical assistance to the Financial Planners, ensuring the smooth delivery of a high-quality financial planning service to clients.Overview Provide comprehensive administrative support to Financial Planners and Directors, ensuring they have accurate and timely information to prepare for client meetings.Maintain accurate and up-to-date client records while ensuring all internal systems, policies, and processes are consistently followed.Support, mentor, and develop junior team members to enhance team performance, efficiency, and service quality.Key ResponsibilitiesPrepare and compile accurate documentation for client review packs and other meeting materials as required.Liaise with product providers and third parties to obtain and deliver precise, timely information.Ensure all client records have a clear audit trail, with documents saved and named correctly in accordance with company standards.Keep Financial Planners and team members informed of case progress, escalating any issues or complaints as needed. Conduct weekly review meetings with Financial Planners to di...



  • Ipswich, United Kingdom Focus Search and Selection Full time

    Focus Search and Selection have partnered with a reputable Chartered Financial Planner who is seeking a Senior Financial Planner Support to join their growing team.As a Senior Financial Planner Support, you will play a key role in providing comprehensive administrative and technical assistance to the Financial Planners, ensuring the smooth delivery of a...


  • Ipswich, United Kingdom Woods Foster Limited Full time

    Are you an ambitious Financial Planner or Paraplanner, ready to take on a broader, more influential role within a growing wealth management firm?Our client, a highly regarded and forward-thinking Wealth Management and Financial Planning business based in Suffolk, is expanding and looking to add a proactive, self-driven individual to their team. This is an...


  • Ipswich, United Kingdom Aspire Executive Search Full time

    **Financial Planner Basic up £70,000, Ipswich and outstanding Bonus and Benefits** Are you an experienced Financial Advisor seeking a more supported role? Are you more motivated by Clients than by targets, then I’d love to hear from you. This is a fantastic opportunity that will suit you if you are a Financial Advisor / Financial Planner, from an...

  • Financial Adviser

    2 weeks ago


    Ipswich, United Kingdom Resource Matters Ltd Full time

    Our Independent Financial Advice client is experiencing further growth due to the demand for advice from new and existing clients. This role is home based on an employed contract and will be ideal for an experienced Financial Planner who wishes to have all clients supplied and an efficient back-office support process. This support structure takes the...

  • Financial Advisor

    1 week ago


    Ipswich, United Kingdom Premier Jobs UK Limited Full time

    In this employed Independent Financial Advisor job in East Anglia, you will be provided with an existing book of clients requiring holistic financial planning. You will be working for a multi-award winning national financial advice business, that are fully embracing equal opportunities and looking to build a diverse workforce. They support their community...

  • Transport Planner

    2 weeks ago


    Ipswich, United Kingdom Abacus Logistics Ltd Full time

    **Transport Planner - Ipswich (New Depot)** **Location**: Ipswich Area **Company**: Abacus Logistics Ltd **Job Type**: Full-time (Monday to Friday) **Salary**: Competitive - Dependent on Experience Abacus Logistics Ltd, a well-established, family-run logistics company operating over 100 vehicles across the UK, is expanding with a new depot in the **Ipswich...

  • Paraplanner

    2 weeks ago


    Ipswich, United Kingdom Perspective Financial Group Ltd Full time

    Job DescriptionWe have a fantastic vacancy for a Paraplanner to join our Ipswich Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice...


  • Ipswich, United Kingdom Focus Search and Selection Full time

    Do you wake up in the morning and dread the thought of having to build new relationships? Do you wish you had an existing book of clients to contact who know and trust the company you are working for? Wouldn't it be great if you could work for a company and they were interested in your experience, rather than just the relationships/clients that you could...


  • Ipswich, United Kingdom Swallow Financial Planning Full time

    **NEW YEAR NEW CHALLENGE!** This is a great opportunity for anyone who wants a long term career as part of a highly successful boutique Chartered Financial Advisers. **About The Firm** - Our main business is the management of pre and post retired individuals. - Our typical client will be worth >£500,000. - We get most of our new business from our London...


  • Ipswich, United Kingdom Suffolk County Council Full time

    Suffolk County Council - **Address**:Endeavour House, Ipswich IP1 2BX - Hybrid working - **Salary**:£25,185 - £39,152 per annum (pro rata for part time) (Depending on what stage of the career grade you are on) - **Hours**:37 Hours per week - flexible working options available. - **Contract**:Permanent As a modern, flexible and effective organisation,...