Financial Planning Support Assistant

Full Time, Accounting/Financial/Insurance Vacancy In Suffolk

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

2025-09-26 15:18:26

Apply For This Accounting/Financial/Insurance Lowestoft Vacancy – Here 

Updated 22-10-2025 10:36

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