Financial Planning Administrator

Accountancy jobs >> Accounting/Financial/Insurance




We are currently recruiting for a Financial Planning Administrator to join our client based in Bury St. Edmunds, within their Financial Services department. This is a full time permanent position, with a negotiable salary depending on experience. Your role will be to work closely with the Financial Planners within the team.

As a Financial Planning Administrator your duties will involve:

Processing bills, commissions and fees onto the system
Maintain client information accurately and update if needed
Dealing with client enquires via email and telephone
Supporting the Paraplanners in preparing them for meetings and projects
Ability to work under pressure and have a positive approach to problem solving
Liaising with colleagues from all departments and taking on general day-to-day administrative tasks

The ideal candidate will have previous experience within the Financial Services industry for a minimum of 2 years. If you're interested in this Financial Planning Administrator role, please apply or contact Katie or Bryony for more information
  • 1
  • Negotiable
  • None
  • None
  • CV-206478
  • Permanent
  • 5

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