Back to search
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, SuffolkThis is a fantastic role for someone who enjoys working in a professional yet relaxed environment and is keen to grow within a supportive team.
