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Financial Planning Support Assistant

Financial Planning Support Assistant

in Finance Permanent
  • Bury St Edmunds
  • V/12575
  • Negotiable
  • Share this job

Job Description

Are you looking for an opportunity to get stuck in with an award-winning business? Do you want to be offered funded qualifications? Is it your passion to progress? LOOK NO FURTHER!

 

A leading Financial Services client based in Bury St Edmunds is looking for a personable, dedicated, and motivated individual to join their bubbly team as a Financial Planning Support Assistant. This business has OUTSANDING benefits, and prides themselves on their ability to provide excellent support to their colleagues.

 

Key Responsibilities:

  • Provide administrative support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings
  • Ensure that client records are up to date and that internal systems and processes are followed
  • Support and develop junior team members
  • Generate and compile documents to create accurate client review packs.
  • Liaise 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

 

Skills & Requirements:

  • Our client will consider applicants with varying levels of financial planning assistance experience (salary dependant on experience)
  • Dedicated, hardworking, personable, and want to build a long term career
  • Able to manage high volumes of work and prioritise
  • Have a passion for the financial services industry
  • Previous experience within an administration role
  • Be able to work well in a team as well as be able to work under own initiative
  • Have strong communication skills both written and verbal

 

V/12575

Required skills

Time Appointments situated at 6-8 Museum Street, Ipswich, is recognised as a market leading recruitment consultancy in the East of England.

Providing quality recruitment solutions and successfully placing outstanding candidates into permanent Insurance, Sales, Office, Finance, Shipping & Logistics, Legal and IT roles since 2006.

Get in touch

Time Appointments
2nd Floor
6-8 Museum Street
Ipswich, Suffolk
IP1 1HT

Join our team today
We are seeking exceptional individuals. Send us your CV and we will be in touch as soon as possible!

    Please upload a CV which is under 2MB and either a PDF or Word doc.

    Join our team today
    We are seeking exceptional individuals. Send us your CV and we will be in touch as soon as possible!

      Please upload a CV which is under 2MB and either a PDF or Word doc.

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