Financial Planning Support Assistant

7 days ago


Bury St, Suffolk, United Kingdom Time Appointments Full time

Time Appointments is an award-winning Financial Service specialist based in Bury St Edmunds. We are currently recruiting for a personable individual to join our thriving team as a Financial Planning Support Assistant or Senior Financial Planning Support Assistant. Our ideal candidate will have varying levels of financial planning assistance experience, with a strong background in support roles within the financial services industry. Key responsibilities include providing timely and accurate information to Financial Planners and Directors, ensuring client records are up to date, and supporting junior team members. Benefits include funded qualifications, personalized progression plans, 1st class training, free parking, and flexible working. If you are a dedicated and hardworking individual with strong communication skills, we encourage you to apply.



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