Financial Planning Support Assistant

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