Financial Planning Administrator (CEFinPlannerAdmin) Bury St Edmunds, England
Salary: Negotiable
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 (35 hour week). Paying a negotiable salary depending on experience. This is a hybrid role working 2 days from home and 3 days in the office 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:
* Minimum 4-5 years admin and secretarial experience
* Proficient in using systems and PC processes
* Providing accurate and timely administrative support
* High attention to detail
* Highly organised
* Excellent written and verbal communication skills
Great Benefits to working for this company include:
* Pension (6% company contribution & 3% employee contribution)
* Hybrid working after probation
* 25 days’ holiday + 1 day off for birthday, plus bank holidays
* Christmas Shutdown
* Income Protection
* Learning & Development provided by team internally
To express interest in this Financial Planning Administrator position, please apply with your CV.
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