Senior Administrator

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 team.