Financial Planning Support Assistant

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