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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 team as a Financial Planning Support Assistant. As a key member of our team, you will provide essential support to our Financial Planners and Directors, ensuring timely and accurate information for client meetings.

Key Responsibilities:
  • Provide administrative support to Financial Planners and Directors, including data entry, document preparation, and record-keeping.
  • Ensure client records are up-to-date and internal systems are followed.
  • Support and develop junior team members, promoting a culture of excellence and teamwork.
  • Liaise with clients, respond to queries, and provide exceptional customer service.
  • Collate documents, draft suitability letters, and increment letters, ensuring accuracy and attention to detail.
Benefits:
  • Funded qualifications, including paid study leave, study books, and resources.
  • Personalized progression plans to ensure your success and progression within 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, refer-a-friend bonus, annual salary reviews, and performance-related bonuses.
  • Private healthcare and healthcare cash plan.