Financial Planning Administrator

Prime Appointments • Permanent • Bury-st-Edmunds, Suffolk, England, United Kingdom • 16h ago

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.

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