Financial Planning Support Specialist

6 days 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 as needed.

Benefits:

  • Funded qualifications, including paid study leave and study resources.
  • Personalized progression plans to ensure career success and progression.
  • 1st-class training from a leading financial services business.
  • Free parking and flexible working arrangements.
  • 25 days holiday plus bank holidays and closure between Christmas and New Year.
  • Private healthcare and healthcare cash plan.


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