Financial Planning Support Assistant

Permanent in Finance

Jobs

  • Reference V/13189

Job Description

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

 

Our client, an award-winning Financial Service specialist based in Bury St Edmunds, are currently recruiting for a personable individual to join their thriving team as a Financial Planning Support Assistant or Senior Financial Planning Support Assistant.

 

Skills & Requirements:

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

 

Key Responsibilities:

  • Providing support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings
  • Ensuring client records are up to date and that internal systems and processes are followed
  • Supporting and developing junior team members
  • Generating and compiling documents to create accurate client review packs.
  • Liaising 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
  • Annual salary reviews and performance related bonuses
  • Private healthcare and healthcare cash plan

 

(V/13189)

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

01473 252666

enquiry@timeappointments.co.uk

Privacy Preference Center