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Financial Planning Support Specialist

2 months ago

Bury St, Suffolk, United Kingdom TIME Appointments Ltd Full time

Job Summary:

We are seeking a highly skilled and dedicated Financial Planning Support Specialist to join our team at TIME Appointments Ltd. As a Financial Planning Support Specialist, you will provide critical 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 and processes are followed.
  • Support and develop junior team members, providing guidance and training as needed.
  • Generate and compile documents for client review packs, including suitability letters and increment letters.
  • Liaise with clients, responding to queries and servicing requirements.
  • Complete post-meeting actions and conduct regular housekeeping checks.

Requirements:

  • Previous experience in a financial services or administrative role.
  • Strong communication and organizational skills, with the ability to work well in a team.
  • Ability to manage high volumes of work and prioritize tasks effectively.
  • Strong attention to detail and ability to maintain confidentiality.
  • Ability to work under own initiative and make decisions with minimal supervision.

Benefits:

  • Funded qualifications and training opportunities.
  • Personalized progression plans and career development opportunities.
  • Competitive salary and benefits package.
  • Flexible working arrangements and work-life balance.
  • Opportunities for professional growth and advancement.