About

Financial Planner Support Location: Bury St Edmunds – Hybrid (3 days in the office, 2 days from home) Salary: £25,000 – £30,000 (depending on experience) Progression: Full study support through a dedicated academy with funded CII qualifications up to Chartered levelAre you looking to build a long-term career in Financial Planning within a supportive and professional environment?We’re working with a respected wealth management firm based in Bury St Edmunds that’s looking for a Financial Planner Support professional to join their growing team. This is a fantastic opportunity to develop your technical skills and progress your career, with a clear pathway through to Paraplanning and beyond – supported by fully funded CII qualifications up to Chartered level.The RoleAs Financial Planner Support, you’ll provide essential administrative and technical assistance to Financial Planners and Directors, ensuring clients receive a high-quality service.Your main responsibilities will include:Preparing and checking client review packs and reportsLiaising with product providers and third partiesMaintaining accurate and compliant client recordsSupporting Financial Planners in client meetings (2–3 times per year)Producing suitability letters and processing new business applicationsAssisting with research, due diligence and investment administrationSupporting and developing junior team members where requiredAbout YouYou’ll be organised, proactive, and eager to progress in your financial planning career.You should have:Experience providing administrative support within financial servicesA good understanding of pensions, investments, and platforms