Financial Planning Administrator

A client of ours in the Bury St Edmunds area are recruiting a Financial Planning Administrator 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 role working 1-2 days from home after a successful probation.

Key Duties include but are not limited to:

• Prepare financial planning packs
• Maintain client records in keeping with current processes so that they are kept up to date with all related correspondence uploaded to appropriate systems
• Ensure all documents are saved and named correctly.
• Support, train and develop new team members.
• Obtain information, answer questions, liaising with third parties as appropriate to ensure efficient client service.
• Keep Financial Planners and clients up to date with progress and flag any concerns or complaints to your manager
• Adopt new technology and ways of working but feeding back where a process could be developed or improved
• Processing work in a timely manner
• Maintain and update my talent development record
• Cover reception when needed

Skills and Experience required to be considered for this Financial Planning Administrator position:

• Excellent administrative and secretarial experience
• Proficient in using systems and PC processes
• Providing accurate and timely administrative support
• High attention to detail
• Highly organised
• Financial services or wealth management industry experience desirbale
• Excellent written and verbal communication skills

Great Benefits to working for this company include:

• Pension (6% company contribution & 3% employee contribution)
• Bupa cash plan
• 25 days' holiday + 1 day off for birthday, plus bank holidays'
• Christmas Shutdown
• Income Protection
• Learning & Development provided by team internally

If you feel like you meet the above criteria & would like to be considered for this Financial Planning Administrator position, please apply with your CV.