Job Title:Financial Planning Administrator Salary: £30,000-£35,000 Location: Bury St Edmunds Contract: Permanent, full-time Hours: Monday to Friday - 9:00-17:30pm
COMPANY PROFILE My client based in Bury St Edmunds provide a wide variety of services in the Accounts & Legal sectors for business's looking for advice and solutions. They can offer bespoke and unique services to cater to each of their clients.
They are looking for a Financial Planning Administrator to join the Planning team. If you are looking for a new challenge and tick the boxes below then please get in touch today!
SKILLS REQUIRED ·At least 3 years admin experience in Financial Services ·Excellent IT Skills ·Organised, Attention to Detail and Efficient ·Team Player ·Fantastic communication both written & verbally ·Able to work towards deadlines and under pressure
RESPONSIBILITIES ·Perform daily administrative tasks, including addressing client inquiries, managing calls, collecting information from providers, and organising client records. ·Accurately update client data on the firm's software systems, ensuring adherence to regulatory standards. ·Facilitate the onboarding process for new clients and provide ongoing support to existing ones. ·Support Advisers and Paraplanners by assisting with client meeting preparations and coordination. ·Efficiently handle new business submissions, completing application forms and managing adviser fees. ·Assist in c...