Prime Appointments Recruitment Agency
Financial Planning Administrator
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Permanent
Negotiable
Bury St Edmunds, Suffolk
Hybrid
About the Role
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
- 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
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Skills and Experience
- 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 desirable
- Excellent written and verbal communication skills
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Great Benefits
- 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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