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 and 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 ..... full job details .....