Our client, a Financial Service specialist based in Lowestoft, are currently recruiting for a personable individual to join their thriving team as a Financial Planning Support Assistant or Senior Financial Planning Support Assistant.
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.
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
Benefits:
* 3.30pm finish on Fridays
* 25 days holiday + Bank Holidays
* Pension scheme
* Death in service
* Support with qualifications
* Free parking