Financial Planning Administrator

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 packsMaintain client records in keeping with current processes so that they are kept up to date with all related correspondence uploaded to appropriate systemsEnsure 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 managerAdopt new technology and ways of working but feeding back where a process could be developed or improvedProcessing work in a timely mannerMaintain and update my talent development recordCover reception when neededSkills and Experience required to be considered for this Financial Planning Administrator position:Excellent administrative and secretarial experienceProficient in using systems and PC processesProviding accurate and timely administrative supportHigh attention to detailHighly organisedFinancial services or wealth management industry ..... full job details .....