R13 Recruitment are proud to be working in collaboration with an extremely well-established Accountancy firm, who are searching for a Financial Services Administrator to join their Bury St Edmunds-based team, supporting on all administrative and compliance for Clients, Advisers and the Senior Management team.
This is a fulltime role working Monday – Friday. The offered salary for this position is £23,000 - £29,000 depending on experience.
The company
An organisation with a formidable reputation in providing a highly professional service in all aspects of financial planning. Offices based across the region, offering support and advice on pensions, investments and wealth planning.
The benefits:
23 days plus BH holidays, ability to buy and sell, employee assistance programme, free parking, full study package and generous pension contribution.
The day to day:
* Day to day administrative tasks, undertaking a wide variety of duties, following internal processes.
* Personally responsible for managing own workload, being able to juggle and prioritise effectively.
* Updating internal software and systems, including provider websites.
* Ensure that all communications with clients, including correspondence, meetings, and telephone calls, are dealt with promptly and within service standards.
* Attending client meetings with the Senior Management Team/Advisers as and when required.
* Ensuring all tasks are undertaken to the...