Financial Planning Administrator - Pure Resourcing Solutions : Job Details

Our client is an award winning financial services organisation based in Bury St Edmunds, and as part of their continued success they are looking to recruit a qualified and experienced Financial Planning Administrator.    The successful candidate will receive a competitive salary, great benefits and hybrid working.The main areas of responsibility include:

• 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

Candidates should have the following experience:

• Progressing towards the Diploma in Financial Plannin
• Knowledge or providing accurate and timely financial services administrative support
• Strong background in compliance
• Knowledge of pensions and investments

This would suit someone who has worked in a similar role, either as a Trainee paraplanner or alternatively as a more senior support person in a similar environment.Apply now for more information.