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