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Bury St. Edmunds
Administrative assistant
Financial Planning Administrator

Financial Planning Administrator

Pure Resourcing Solutions

Posted 8 days ago, valid for 12 days

Bury St. Edmunds, Suffolk IP28 6LD

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

Our client, an award-winning financial services organization in Bury St Edmunds, is seeking a qualified Financial Planning Administrator.
The successful candidate will receive a competitive salary and benefits, with the option for hybrid working.
Key responsibilities include providing administrative support to Financial Planners, maintaining client records, and mentoring junior team members.
Candidates should be progressing towards the Diploma in Financial Planning and have a strong background in compliance, pensions, and investments.
Previous experience in a similar role, such as a Trainee Paraplanner or senior support position, is required.

Our client is an award winning financial services organisation based in Bury St Edmunds, and as part of their continued success they are looking to recruit a qualified and experienced Financial Planning Administrator. The successful candidate will receive a competitive salary, great benefits and hybrid working.The main areas of responsibility include:

To provide administrative support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings
To ensure that client records are up to date and that internal systems and processes are followed
To support and develop junior team members to enable them to be as efficient and effective as possible

Candidates should have the following experience:

Progressing towards the Diploma in Financial Plannin
Knowledge or providing accurate and timely financial services administrative support
Strong background in compliance
Knowledge of pensions and investments

This would suit someone who has worked in a similar role, either as a Trainee paraplanner or alternatively as a more senior support person in a similar environment.Apply now for more information.

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