Financial Planning Administrator

Our client, a leading Accountancy firm is seeking a Financial Planning Administrator with exceptional communication skills to join their expanding team in Bury St Edmunds. To be considered for this position you will be proactive, have the ability to prioritise workloads and be confident working to deadlines.

The successful candidate will have a genuine interest in financial planning and investment management and have the desire to progress within a well-established organisation. You will ideally have some industry experience and have worked in an administrative or support role previously.

Role Overview:

• General day-to-day administration tasks such as dealing with client enquiries, taking telephone calls, obtaining information from providers and filing client documents.
• General support to Advisers and Paraplanners, including helping the team prepare, co-ordinate and follow up on client meetings.
• Dealing effectively with the submission of new business in a timely manner, including accurate completion and submission of application forms, submission of business via platforms and online.
• Assist with the preparation of annual portfolio reviews for clients by preparing review packs for the Adviser and Paraplanner.
• Processing of back-office tasks such as billing and recording commission and adviser fees on our systems
• Producing top up reports for ISAs and pensions as instructed by the Paraplanners, including producing personalised and cost illustrations.
• Assisting the Senior Financial Planning Administrator with training new recruits on systems and processes.
• Ensure compliance with financial regulations and company policies.

The ideal candidate will have:

• At least three years’ experience in an administrative or support role in Financial Services.
• Excellent computer skills.
• Excellent organisational ability and with a strong eye for detail.
• Ability to communicate at all levels.
• Be able to work well under pressure, managing a varied workload whilst remaining organised and focused.
• A relevant qualification would be desirable, although not essential.

What you will receive:

• Competitive salary
• Generous holiday entitlement and day off on your birthday
• Holiday purchase/sale scheme
• Flexible home working policy
• Matching employer pension contributions
• Private health insurance
• Employee assistance programme
• Length of service recognition
• Social events
• Study support for a Financial Planning Administration qualification