Financial Planning Support Assistant
in Finance , in Administration PermanentJob 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.
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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.
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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
(V/12927)
