Average Financial Assistant salary in Bury St. Edmunds

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 industryDedicated, hardworking, personable, and want to build a long-term careerAble to manage high volumes of work and prioritiseAbility to work well in a team as well as be able to work under own initiativeStrong 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 meetingsEnsuring client records are up to date and that internal systems and processes are followedSupporting and developing junior team membersGenerating 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 forPersonalised progression plans to ensure your success and progression in the business1st class training from an award-winning businessFree parking25 days holiday+ bank holidays plus closure between Christmas and new yearFlexible workingSocial eventsLength of service recognitionDiscounted legal servicesA refer a friend bonusAnnual salary reviews and performance related bonusesPrivate healthcare and healthcare cash plan

Reed Recruitment Bury St Edmunds, are delighted to be supporting their client based in Bury St Edmunds who are seeking a Financial Planner Support to join their bust Office in BurySt Edmunds Purpose of Role To provide administrative support to Financial Planners and Directors to ensure they have timely and accurate information for client meetings. Ensuring client records are up to date and that internal systems and processes are followed.Key Responsibilities Document Generation: Generate and compile documents to create accurate client review packs and check packs where appropriate.Information Liaison: Provide accurate and timely information by liaising with providers and third parties as necessary.Audit Trail Maintenance: Ensure a clear audit trail is maintained for all client records and that documents are saved and named correctly.Progress Updates: Keep Financial Planners and team members up to date with progress and escalate any concerns or complaints that may arise. Client Meeting Support: Prepare for and attend client meetings to support Financial Planners by presenting part of the meeting as appropriateMeeting Reviews: Conduct pre and post reviews, delegating tasks to team support as appropriate.New Business Due Diligence: Complete due diligence for all new business, following the new business checklist. Suitability Letters: Generate template suitability letters, completing the factual client and plan elements and free type sections where possible. Cash Weightings: Ensure cash weightings are checked each week and actioned in conjunction with the Financial Planner.Client Instructions Processing: Process all client instructions using the respective advice flow, checklistsProject Involvement: Participate in projects and specific tasks to support your development. Person Specification Essential Qualifications Progressing towards the Diploma in Financial Planning. Desirable Qualifications Diploma level 4. To apply for this role or to find out more details please reach out to Andrea -  

Reed Recruitment Bury St Edmunds, are delighted to be supporting their client based in Bury St Edmunds who are seeking a Financial Planner Support to join their bust Office in BurySt Edmunds Purpose of Role To provide administrative support to Financial Planners and Directors to ensure they have timely and accurate information for client meetings. Ensuring client records are up to date and that internal systems and processes are followed.Key Responsibilities Document Generation: Generate and compile documents to create accurate client review packs and check packs where appropriate.Information Liaison: Provide accurate and timely information by liaising with providers and third parties as necessary.Audit Trail Maintenance: Ensure a clear audit trail is maintained for all client records and that documents are saved and named correctly.Progress Updates: Keep Financial Planners and team members up to date with progress and escalate any concerns or complaints that may arise. Client Meeting Support: Prepare for and attend client meetings to support Financial Planners by presenting part of the meeting as appropriateMeeting Reviews: Conduct pre and post reviews, delegating tasks to team support as appropriate.New Business Due Diligence: Complete due diligence for all new business, following the new business checklist. Suitability Letters: Generate template suitability letters, completing the factual client and plan elements and free type sections where possible. Cash Weightings: Ensure cash weightings are checked each week and actioned in conjunction with the Financial Planner.Client Instructions Processing: Process all client instructions using the respective advice flow, checklistsProject Involvement: Participate in projects and specific tasks to support your development. Person Specification Essential Qualifications Progressing towards the Diploma in Financial Planning. Desirable Qualifications Diploma level 4. To apply for this role or to find out more details please reach out to Andrea -