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Financial Planning Support Assistant

2 months ago

Bury St, Suffolk, United Kingdom Time Appointments Full time
Financial Planning Support Assistant Opportunity

We are seeking a dedicated and hardworking individual to join our thriving team as a Financial Planning Support Assistant or Senior Financial Planning Support Assistant.

Key Responsibilities:
  • Provide timely and accurate information to Financial Planners and Directors to ensure seamless client meetings
  • Ensure client records are up-to-date and internal systems are followed
  • Support and develop junior team members
  • Generate and compile documents for client review packs
  • Liaise with clients, handle queries, and provide exceptional service
  • Complete post-meeting actions and conduct housekeeping checks
  • Collate documents, draft suitability letters, and increment letters
Benefits:
  • Funded qualifications, including paid study leave, study books, and resources
  • Personalized progression plans for success and growth

We offer a dynamic work environment, flexible working arrangements, and a range of benefits, including free parking, 25 days holiday plus bank holidays, and a refer-a-friend bonus. Our award-winning business provides 1st-class training and a supportive team culture.