Financial Planning Administrator

A client of ours in the Bury St Edmunds area are recruiting a Financial Planning Administrator to join their team. This is a full-time permanent position working Monday - Friday 9.00am - 5.00pm (35 hour week). Paying a negotiable salary depending on experience. This is a hybrid role working 2 days from home and 3 days in the office after a successful probation. Key Duties include but are not limited to: Prepare financial planning packs Maintain client records in keeping with current processes so that they are kept up to date with all related correspondence uploaded to appropriate systems Ensure all documents are saved and named correctly. Support, train and develop new team members. Obtain information, answer questions, liaising with third parties as appropriate to ensure efficient client service. Keep Financial Planners and clients up to date with progress and flag any concerns or complaints to your manager Adopt new technology and ways of working but feeding back where a process could be developed or improved Processing work in a timely manner Maintain and update my talent development record Cover reception when needed Skills and Experience required to be considered for this Financial Planning Administrator position: Minimum 4-5 years admin and secretarial experience Proficient in using systems and PC processes Providing accurate and timely administrative support High attention to detail Highly organised Excellent written and verbal communication skills Great Benefits to working for this company include: Pension (6% company contribution & 3% employee contribution) Bupa cash plan Hybrid working after probation 25 days' holiday + 1 day off for birthday, plus bank holidays Christmas Shutdown Income Protection Learning & Development provided by team internally If you feel like you meet the above criteria & would like to be considered for this Financial Planning Administrator position, please apply with your CV. #officejobs