Financial Planning Administrator

4 weeks ago

Suffolk, United Kingdom Time Appointments Full time

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. 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. 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.

At least three years’ experience in an administrative or support role in Financial Services.
· Excellent computer skills.
· 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

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