Current jobs related to Financial Support Administrator - Bury St Edmunds - Opus Perm
-
Financial Planning Administrator
1 month ago
Bury St Edmunds, United Kingdom CV-Library Full timeOur 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...
-
Financial Services Administrator
5 months ago
Bury, United Kingdom Platinum Financial Recruitment Full time**LOCATION** **Bury** **SALARY** **£24000 - £26000** **JOB TYPE** **Permanent** **REF** **EW230-1221_1691759650** **Financial Services Administrator** **£24,000 - £26,000 + Company Bonus!** **Bury** You may be tired of rush hour traffic into Town/ you may have a long commute to work or just miss dropping your children off at school in the...
-
Financial Planning Administrator
2 months ago
Bury St Edmunds, United Kingdom Pure Resourcing Solutions Limited Full timeOur 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...
-
Administrative Assistant
3 weeks ago
Bury St Edmunds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeAdministrative AssistantLocation: Risby, Bury St EdmundsSalary: c £22,000 - working 5 days per week - full timeAre you an enthusiastic Administrative Assistant eager for your next role? Could you fulfil a vital support function within a busy office?You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place...
-
Administrative Assistant
2 weeks ago
Bury St Edmunds, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeAdministrative AssistantLocation: Risby, Bury St Edmunds (IP28) - Own transport will be required to get to this locationSalary: (c)£22,000 - working 5 days per week - full timeAre you an enthusiastic Administrative Assistant eager for your next role? Could you fulfil a vital support function within a busy office?You will be working as part of the team at a...
-
Financial Adviser
5 months ago
Bury St. Edmunds, United Kingdom Foresters Financial Full timeWe have an opportunity for an enthusiastic and confident individual to join our team. You will be provided with a customer database which you will build upon. You will receive ongoing support, guidance, training and development in our processes, systems and products to help you succeed in your role. You will enjoy the autonomy of being home based and...
-
Financial Administrator
5 months ago
St Helens, United Kingdom Allisons Financial Planning Full timeAn exciting opportunity has arisen to join our successful company. We have been established for over 20 years as specialists in all areas of financial planning from retirement & pension planning to mortgage & protection and we are continuing to grow our business year on year. We’re looking for an enthusiastic, proactive and personable individual who wants...
-
Financial Administrator
2 months ago
Bury St Edmunds, United Kingdom Clear IT Recruitment Full timeWe are seeking a highly skilled Accounting Specialist to join our team at Clear IT Recruitment Limited. As an Accounting Specialist, you will play a crucial role in supporting our clients with their bookkeeping needs.The Role: Provide expert bookkeeping services to clients, ensuring all financial records are accurate and up-to-date. Manage a portfolio of...
-
Financial Administrator
2 months ago
Bury St Edmunds, United Kingdom Clear IT Recruitment Full timeWe are seeking a highly skilled Accounting Specialist to join our team at Clear IT Recruitment Limited. As an Accounting Specialist, you will play a crucial role in supporting our clients with their bookkeeping needs.The Role: Provide expert bookkeeping services to clients, ensuring all financial records are accurate and up-to-date. Manage a portfolio of...
-
Financial Services Administrator
3 weeks ago
Bury St, Suffolk, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Templegate Recruitment Limited. As an IFA Administrator, you will play a crucial role in supporting our financial planners and clients.Key ResponsibilitiesGenerate and compile documents to create accurate client review packs, ensuring all...
-
Financial Services Administrator
4 weeks ago
Bury St, Suffolk, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Templegate Recruitment Limited. As an IFA Administrator, you will play a crucial role in supporting our financial planners and clients.Key ResponsibilitiesGenerate and compile documents to create accurate client review packs, ensuring all...
-
Financial Services Administrator
3 weeks ago
Bury St, Suffolk, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeAbout the RoleWe are seeking an experienced Financial Services Administrator to join our team at Templegate Recruitment Limited. As an IFA Administrator, you will play a crucial role in supporting our financial planning team in delivering exceptional client service.Key ResponsibilitiesGenerate and compile documents to create accurate client review packs,...
-
Financial Services Administrator
3 weeks ago
Bury St, Suffolk, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeAbout the RoleWe are seeking an experienced Financial Services Administrator to join our team at Templegate Recruitment Limited. As an IFA Administrator, you will play a crucial role in supporting our financial planning team in delivering exceptional client service.Key ResponsibilitiesGenerate and compile documents to create accurate client review packs,...
-
Administrator
5 months ago
Bury, United Kingdom Platinum Financial Recruitment Full time**LOCATION** **Bury** **SALARY** **£24000 - £26000** **JOB TYPE** **Permanent** **REF** **EW2308-02_1692002159** **Administrator - Professional Services** **£24,000 - £26,000** **Bury** What an exciting role this is for someone to work for a professional services organisation in Bury, growing, expanding and looking for staff that want a...
-
Financial Services Administrator
4 weeks ago
Bury St, Suffolk, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeAbout the RoleWe are seeking an experienced Financial Services Administrator to join our team at Templegate Recruitment Limited. As an IFA Administrator, you will play a crucial role in supporting our Financial Planners in delivering exceptional client service.Key ResponsibilitiesGenerate and compile documents to create accurate client review packs, ensuring...
-
Financial Services Administrator
4 weeks ago
Bury St, Suffolk, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeAbout the RoleWe are seeking an experienced Financial Services Administrator to join our team at Templegate Recruitment Limited. As an IFA Administrator, you will play a crucial role in supporting our Financial Planners in delivering exceptional client service.Key ResponsibilitiesGenerate and compile documents to create accurate client review packs, ensuring...
-
Business Support Professional
2 weeks ago
Bury St, Suffolk, United Kingdom Burgh Recruitment Ltd (Financial Services) Full timeJob Title: Administrative AssistantAbout the Role:We are seeking an enthusiastic and organized Administrative Assistant to join our team at Burgh Recruitment Ltd (Financial Services). As an Administrative Assistant, you will play a vital support function within our busy office, working closely with our team to provide exceptional customer service and...
-
Financial Planning Coordinator
1 month ago
Bury St Edmunds, United Kingdom Pure Resourcing Solutions Limited Full timeOur client, a leading financial services organisation, is seeking a highly skilled Financial Planning Administrator to join their team in Bury St Edmunds.The successful candidate will provide administrative support to Financial Planners and Directors, ensuring timely and accurate information for client meetings. They will also be responsible for maintaining...
-
Financial Planning Coordinator
1 month ago
Bury St Edmunds, United Kingdom Pure Resourcing Solutions Limited Full timeOur client, a leading financial services organisation, is seeking a highly skilled Financial Planning Administrator to join their team in Bury St Edmunds.The successful candidate will provide administrative support to Financial Planners and Directors, ensuring timely and accurate information for client meetings. They will also be responsible for maintaining...
-
Ifa Administrator
4 months ago
Bury St. Edmunds, United Kingdom Paul Charles Recruitment Ltd Full timeOur client based in Bury St Edmunds is keen to recruit an additional Financial Planning Administrator to their team. This role will report to the Senior Financial Planning Administrator and involves working closely with the Financial Planning Advisers and Paraplanners in the team. The role involves (but is not limited to) - Dealing with Client enquiries,...
Financial Support Administrator
2 months ago
Key Responsibilities:
Generate and compile documents for accurate client review packs.
Provide timely information, coordinating with providers and third parties as necessary.
Maintain an organized audit trail for all client records, ensuring documents are properly saved and named.
Keep Financial Planners and team members updated on progress; escalate concerns or complaints as needed.
Conduct weekly review meetings with Financial Planners to discuss priorities and address issues.
Support client meetings by presenting sections such as cashflow analysis
Perform pre and post-meeting reviews, delegate tasks, and ensure timely completion of meeting notes and actions.
Mentor junior team members, fostering their growth and efficiency.
Handle due diligence for new business, including generating platform calculators and addressing any queries.
Draft template suitability letters, filling in client details and plan elements, and consulting with senior team members when needed.
Collaborate with Financial Planners to manage cash weightings weekly.
Regularly update and maintain the IO system in consultation with Financial Planners.
Process client instructions using established advice flows and checklists.Essential Qualifications and Experience:
Progress towards the Diploma in Financial Planning, or the desire to do so.
Proven experience in providing accurate and timely financial services administrative support
Proficiency in writing suitability letters is desirable
Experience in managing client complaints.
Ability to identify and implement areas for improvement
