Financial Planning Support Assistant

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)