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 (there is the option to work 8.00am - 4.00pm or 10.00am - 6.00pm). Paying a negotiable salary depending on experience. This is a hybrid role working 1-2 days from home 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 technolo...