Reed Recruitment Bury St Edmunds are Delighted to be working on behalf of our client for are seeking a Senior Financial Planner Support to join their busy Offices.
Role Overview
As a Senior Financial Planner Support, you will play a critical role in supporting our financial planners by preparing client reports, conducting research, managing client communications, and ensuring the smooth execution of financial plans. This role is ideal for someone with a strong background in financial services, excellent analytical skills, and a passion for helping clients achieve financial success.
Key Responsibilities
* Assist financial planners in preparing and updating comprehensive financial plans.
* Conduct research on investment products, tax strategies, and financial planning tools.
* Prepare client meeting materials, reports, and follow-up documentation.
* Maintain and update client records in CRM and financial planning software.
* Coordinate with internal departments to ensure timely execution of client requests.
* Monitor client portfolios and flag any discrepancies or opportunities for review.
* Support compliance and regulatory documentation processes.
* Provide exceptional client service via phone, email, and in-person interactions.
Qualifications
1. Ba...