Our client is an award-winning financial services organisation based in Bury St Edmunds. 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.
Main areas of responsibility include:
1. Providing administrative support to Financial Planners and Directors, ensuring they have timely and accurate information in readiness for client meetings.
2. Ensuring that client records are up to date and that internal systems and processes are followed.
3. Supporting and developing junior team members to enable them to be as efficient and effective as possible.
Candidates should have the following experience:
1. Progressing towards the Diploma in Financial Planning.
2. Knowledge of providing accurate and timely financial services administrative support.
3. Strong background in compliance.
4. Knowledge of pensions and investments.
This position would suit someone who has worked in a similar role, either as a Trainee Paraplanner or as a more senior support person in a similar environment.
Apply now for more information.
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