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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