Senior Financial Planning Administrator

My client is a boutique advice practice based on the outskirts of Bury St. Edmunds.Check you match the skill requirements for this role, as well as associated experience, then apply with your CV below.My client is currently looking for an experienced administrator to join their existing team of financial planning support professionals, who support their advisers.Job Specification:You will take phone calls in a professional and courteous manner and deal with a range of enquiries or transfer to another member of staff where appropriateYou will maintain up to date records of vital communication with providers and clientsYou will deal with queries onexisting business on behalf of advisers or clientsYou will manage the daily incoming post for advisers, ensuring copies are backed up and relevant information is added to my clients back-office systemYou will correspond directly with clients to make/adjust appointments and manage advisers diariesYou will prepare client files including proposition documents, anti-money laundering evidence and agency transfer formsYou will generate detailed and accurate material for review meetings, including portfolio reports, investment analysis and Dynamic Planner reportsYou will complete post client review tasks, includingoutcome letters, instructing transactions and ensure all regulatory requirements have been metYou will provide a high standard of record keeping ensuring all cases are fully compliant and centralised company registers are updatedYou will process new business, liaising closely between the advisers and providers and ensuring that all compliance requirements are metYou will run quotes on a range of platforms and across various productsYou will compile reports for existing business and new casesYou will maintain a high standard of organisation, including emails, back-office systems, company spreadsheets and shared folders.Key Skills:Compliance & regulatory adherenceAccurate record-keeping & case managementPortfolio reporting & investment analysisNew business processing & provider liaisonFinancial product knowledge & quoting systemsClient communication & relationship managementProfessional telephone & written correspondenceGreat organisation & time managementIT proficiency (back-office systems, spreadsheets, platforms)Problem-solving & query resolutionTeam collaboration & workflow coordinationBenefits:22 days holiday plus bank holiday (office closed at Christmas) holiday allowance increases with serviceDeath in Service life cover policyPMIPrivate Pensions Scheme9:00 -17:30 office hours (with some flex and hybrid working)Professional qualifications supported and paid forA progressive firm who promotes from withinTPBN1_UKTJ

Created: 2025-10-17