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 meetingsKey Duties include but are not limited to:Generate and compile documents to create accurate client review packsProvide accurate and timely information liaising with providers and third partiesEnsure a clear audit trail is maintained for all client recordsKeep 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 completedSupport and develop trainee team membersComplete due diligence for all new businessGenerate template suitability letters from IO, completing elements where possible.In conjunction with the Financial Planner, ensure the cash weightings are checked each week and ..... full job details .....