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Financial Planning Administrator
2 months ago
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
