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Financial Planning Support Specialist

2 months ago

Bury St, Suffolk, United Kingdom Time Appointments Full time
Job Description

**Financial Planning Support Assistant**

We are seeking a highly skilled and dedicated individual to join our team as a Financial Planning Support Assistant. As a key member of our team, you will provide administrative support to our Financial Planners and Directors, ensuring that they have timely and accurate information in readiness for client meetings.

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 plan