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.
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