Financial Planner

A client of ours in the Bury St Edmunds area are recruiting a Financial Planner Support to join their team. This is a full-time permanent position working Monday - Friday 9.00am - 5.00pm (there is the option to work 8.00am - 4.00pm or 10.00am - 6.00pm). Paying a negotiable salary depending on experience. This is a hybrid position working 3 days in the office and 2 from home after probation.

This role will provide admin support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings

Key Duties include but are not limited to:

• Generate and compile documents to create accurate client review packs
• Provide accurate and timely information liaising with providers and third parties
• Ensure a clear audit trail is maintained for all client records
• Keep Financial Planners and team members up to date with progress and escalate any concerns or complaints that may arise.
• Prepare for and attend client meetings presenting part of the meeting as appropriate e.g. cashflow, as and when required (2-3 times a year)
• Conduct pre and post reviews, delegating team support, as appropriate, for certain tasks. Ensure meeting notes are issued promptly and actions are completed
• Support and develop trainee team members
• Complete due diligence for all new business
• Generate template suitability letters from IO, completing elements where possible.
• In conjunction with the Financial Planner, ensure the cash weightings are checked each week and actioned
• Ensure IO is up to date and opportunities are added and maintained
• Process all client instructions using the respective advice flow, checklists and IO event lists and tasks

Skills and Experience required to be considered for this Financial Planner Support position:

• Progressing towards the Diploma in Financial Planning
• Previous experience within financial services or planning
• High attention to detail
• Knowledge of pensions and investments
• Excellent communication skills
• Ability to manage a prioritise workload

Great Benefits to working for this company include:

• Pension (6% company contribution & 3% employee contribution)
• Bupa cash plan
• 25 days' holiday + 1 day off for birthday, plus bank holidays'
• Christmas Shutdown
• Income Protection
• Learning & Development provided by team internally
• Company pay for people to become chartered and for their CII Diploma

If you feel like you meet the above criteria & would like to be considered for this Financial Planner Support position, please apply with your CV. jobs