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
Oct 07, 2025
Full time
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
We are proud to be working on behalf of one of Ipswich's leading Independent Financial Advisor's, who are currently seeking to recruit an experienced Senior Financial Services Administrator. The successful candidate will be rewarded with a competitive salary and the opportunity for further qualifications to develop their knowledge and understanding. Skills & Experience Required: Proven experience as a Financial Services Administrator, with exposure to supporting Financial Advisor's in a technical administration capacity Considerable knowledge of investments, pensions, and protection/life cover Immaculate communication skills, written and verbal Excellent literacy and numeracy skills and the ability to draft letters and communicate complex matters with clients Excellent organisational and planning skills with the ability to prioritise workloads Duties & Responsibilities: Drafting suitability reports Researching portfolios and funds, keeping abreast of market movements, trends etc. Ensuring correct completion of all necessary documents Keeping up to date with legislation, taxation & trusts, regulation, technical, product and provider changes. Dealing with pension queries Providing effective and efficient support to Financial Advisors and senior staff Processing applications and servicing matters, communicating with providers, clients, and professional parties such as accountants and solicitors
Oct 07, 2025
Full time
We are proud to be working on behalf of one of Ipswich's leading Independent Financial Advisor's, who are currently seeking to recruit an experienced Senior Financial Services Administrator. The successful candidate will be rewarded with a competitive salary and the opportunity for further qualifications to develop their knowledge and understanding. Skills & Experience Required: Proven experience as a Financial Services Administrator, with exposure to supporting Financial Advisor's in a technical administration capacity Considerable knowledge of investments, pensions, and protection/life cover Immaculate communication skills, written and verbal Excellent literacy and numeracy skills and the ability to draft letters and communicate complex matters with clients Excellent organisational and planning skills with the ability to prioritise workloads Duties & Responsibilities: Drafting suitability reports Researching portfolios and funds, keeping abreast of market movements, trends etc. Ensuring correct completion of all necessary documents Keeping up to date with legislation, taxation & trusts, regulation, technical, product and provider changes. Dealing with pension queries Providing effective and efficient support to Financial Advisors and senior staff Processing applications and servicing matters, communicating with providers, clients, and professional parties such as accountants and solicitors
