Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners with client meetings and maintain accurate records.
- Company: Join an award-winning financial services specialist in Bury St Edmunds.
- Benefits: Enjoy funded qualifications, flexible working, and 25 days holiday plus bank holidays.
- Why this job: Build a long-term career with personalised progression plans and first-class training.
- Qualifications: Experience in financial planning support is preferred but not essential; strong communication skills required.
- Other info: Free parking, social events, and annual salary reviews included.
The predicted salary is between 28800 - 42000 £ per year.
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
- A refer a friend bonus
- Annual salary reviews and performance related bonuses
- Private healthcare and healthcare cash plan
#J-18808-Ljbffr
Financial Planning Support Assistant employer: Time Appointments
Contact Detail:
Time Appointments Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Support Assistant
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the specific products and services offered by our client. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the financial planning sector. Attend local events or join online forums to connect with individuals who can provide insights into the role and potentially refer you to opportunities.
✨Tip Number 3
Prepare to discuss your experience in managing workloads and prioritising tasks. Think of specific examples where you've successfully handled multiple responsibilities, as this is crucial for the Financial Planning Support Assistant role.
✨Tip Number 4
Showcase your communication skills during any interactions with us. Whether it's through emails or phone calls, being clear and personable will leave a positive impression and highlight your suitability for the team.
We think you need these skills to ace Financial Planning Support Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning or support roles. Emphasise skills such as communication, teamwork, and the ability to manage high volumes of work, as these are key for the Financial Planning Support Assistant position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the financial services industry and your desire to build a long-term career. Mention specific examples of how your previous experience aligns with the responsibilities outlined in the job description.
Highlight Your Soft Skills: Since the role requires strong interpersonal skills, be sure to mention your personable nature and ability to work well in a team. Provide examples of how you've successfully collaborated with others in past roles.
Proofread Your Application: Before submitting, carefully proofread your application materials for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial services sector.
How to prepare for a job interview at Time Appointments
✨Research the Company
Before your interview, take some time to learn about the company’s values, mission, and recent achievements. This will not only help you understand their culture but also allow you to tailor your answers to align with what they stand for.
✨Showcase Your Communication Skills
As a Financial Planning Support Assistant, strong communication is key. Be prepared to demonstrate your verbal and written communication skills during the interview. You might be asked to explain complex financial concepts simply, so practice articulating your thoughts clearly.
✨Prepare for Scenario Questions
Expect questions that assess how you would handle specific situations, such as managing high volumes of work or dealing with client queries. Think of examples from your past experience where you successfully navigated similar challenges.
✨Highlight Your Teamwork Experience
Since the role involves working closely with Financial Planners and Directors, be ready to discuss your experience in team settings. Share examples of how you’ve collaborated effectively with others and contributed to a positive team dynamic.
