Financial Planning Administrator

Job Title: Financial Planning Administrator
Salary: £30,000-£35,000
Location: Bury St Edmunds
Contract: Permanent, full-time
Hours: Monday to Friday - 9:00-17:30pm

COMPANY PROFILE
My client based in Bury St Edmunds provide a wide variety of services in the Accounts & Legal sectors for business's looking for advice and solutions. They can offer bespoke and unique services to cater to each of their clients.

They are looking for a Financial Planning Administrator to join the Planning team. If you are looking for a new challenge and tick the boxes below then please get in touch today!

SKILLS REQUIRED
At least 3 years admin experience in Financial Services
Excellent IT Skills
Organised, Attention to Detail and Efficient
Team Player
Fantastic communication both written & verbally
Able to work towards deadlines and under pressure

RESPONSIBILITIES
Perform daily administrative tasks, including addressing client inquiries, managing calls, collecting information from providers, and organising client records.
Accurately update client data on the firm's software systems, ensuring adherence to regulatory standards.
Facilitate the onboarding process for new clients and provide ongoing support to existing ones.
Support Advisers and Paraplanners by assisting with client meeting preparations and coordination.
Efficiently handle new business submissions, completing application forms and managing adviser fees.
Assist in compiling annual portfolio reviews, verifying data accuracy, and producing comprehensive reports.
Demonstrate technical proficiency in resolving issues and managing various investment products.
Manage back-office tasks such as billing, commission recording, and adviser fee administration.
Generate reports for ISAs and pensions based on Paraplanners' instructions, including personalized illustrations.

BENEFITS
Up to 24 days annual leave plus bank holidays
Day off for your birthday
Holiday buy & sell scheme
Hybrid Working
Pension Scheme
Death in Service (4x basic salary)
Income Protection
Private Health Insurance
Social Events & Team Nights Out
Thank you for your interest in this vacancy, which is being advertised by Smart10 Recruitment Group, who are acting as an employment agency / business. Your application will be considered in competition with others and we will contact you within 3 working days if you have been shortlisted.
Smart10 is a multi-award-winning specialist recruitment consultancy focused on the supply of temporary, contract and permanent placements across a select group of business sectors. In order to keep up to date and search for all our active jobs, please visit our website, like us on Facebook and follow us on Instagram or LinkedIn. Please refer to Smart10's Privacy Policy as to how we hold your data