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Senior Administrator
Job Posted: 15 hours ago
Salary: £ 25,000 - 30,000 / Annum
Job Type: Permanent
Location: Bury St Edmunds, Suffolk
Expire in: a month
Job Description
An exciting opportunity has arisen for an experienced Administrator to join a growing and friendly financial planning firm based in Bury St Edmunds.
The successful candidate will play a key part in supporting primarily, the firm principal and subsequently financial advisers, managing client reviews, preparing meeting documentation, and ensuring smooth post-meeting processes. It’s a varied and rewarding role, offering scope for progression and professional development.
Key Responsibilities:
* Organise and schedule client reviews.
* Ongoing administration of existing arrangements - pensions, investments and trusts.
* Prepare pre-meeting documents including portfolio valuations and compliance checks.
* Gathering information, dealing with and directing enquiries as appropriate.
* Organisation of client information
* Draft and produce client reports following meetings.
* Process fund switches and implement adviser recommendations.
* Deliver general administrative and client servicing support.
* Liaise with 3rd party platform providers and pension providers.
* General office tasks and organisation of the office.
What they are seeking:
* Experience within the financial services or commercial sectors as an administrator.
* Proactive, organised and efficient with an eye for detail.
* Excellent communicator, both written and verbal.
* Set own goals and want to deliver agreed targets.
* Tactful, trustworthy, diplomatic and able to maintain confidentiality at all times.
* Comfortable working on their own and as part of a team, setting and maintaining personal goals, directing workflow and managing often conflicting deadlines.
* Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)
* Awareness of the regulatory framework and its application to a Financial Planning firm.
What’s on Offer:
* Salary up to £30,000 (pro-rata depending on experience)
* 25 days holiday + bank holidays, plus your birthday off
* Auto-enrolment pension
* Opportunities for career development and progression
* Friendly, sociable team environment
* Hybrid working: Mainly office-based with the potential for 1 day a week from home
Hours: 4 days a week, 9am-5pm (days to be discussed)
Location: Bury St Edmunds, Suffolk
This is a fantastic role for someone who enjoys working in a professional yet relaxed environment and is keen to grow within a supportive teamBefore You Apply
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