Financial Planning Support Administration

My client is an award winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Financial Planning administration experienced candidate to join their team of successful administration professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported.

Role Purpose

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

Key Responsibilities

You will generate and compile documents to create accurate client review packs and check packs where appropriate

You will provide accurate and timely information liaising with providers and third parties as necessary

You will ensure a clear audit trail is maintained for all client records and that documents are saved and named correctly

You will keep Financial Planners and team members up to date wi...