Senior Financial Planner Support

• Job Type: Full-time
• Bury St Edmunds - Hybrid Opportunities 

Our client is seeking a Senior Financial Planner Support to act as a senior lead, providing high-quality support to Financial Planners and Directors. This role is crucial in ensuring our clients receive consistent, top-tier service.

The ideal candidate will coach and develop team members and maintain excellence in client service delivery.

Day-to-day of the role:

• Prepare and compile accurate client review packs and check them where necessary.
• Deliver proactive support to Financial Planners and Directors, including handling urgent and technical issues.
• Manage client correspondence with clarity and accuracy, complete policy analysis, liaise with providers, and maintain full audit trails.
• Conduct weekly review meetings with Financial Planners to discuss priorities and resolve issues.
• Attend client meetings to support Financial Planners, presenting key financial calculations as required.
• Conduct pre- and post-meeting reviews, ensuring meeting notes are issued and actions completed promptly.
• Coach and develop junior team members, addressing any concerns with the Team Leader.
• Work with platforms and providers to ensure accurate management of client holdings.
• Generate and train team members on creating template suitability letters.
• Lead projects aimed at improving office efficiency and streamlining processes.

Required Skills & Qualifications:

• Diploma qualified or equivalent experience in financial planning.
• Active CPD and completion of mandatory compliance training.
• Strong understanding of financial systems and processes.
• Proven experience in financial services administration and supporting Financial Planners.
• Excellent coaching skills and the ability to develop others.
• Exceptional attention to detail, organisational skills, and proactive work ethic.

Desirable Skills:

• Management qualification or relevant training.
• Experience in handling complex technical queries and challenging situations.
• Proficiency in writing suitability letters and producing client schedules without checks.
• Knowledge of pensions, investments, and provider systems.

To apply for the Senior Financial Planner Support position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.