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