https://jobs.co.uk/job/financial-planning-administrator-prime-appointments--cbfa9103-4cde-47a9-be8d-4de04498ad6d RSS feed for Financial Planning Administrator at Prime Appointments. en-gb Sun, 24 May 2026 10:59:21 GMT https://jobs.co.uk/job/financial-planning-administrator-prime-appointments--cbfa9103-4cde-47a9-be8d-4de04498ad6d https://jobs.co.uk/job/financial-planning-administrator-prime-appointments--cbfa9103-4cde-47a9-be8d-4de04498ad6d Mon, 11 May 2026 23:00:00 GMT Location: Bury St Edmunds | Salary: Negotiable | Type: Permanent | 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 (35 hour week). Paying a negotiable salary depending on experience. Key Duties include but are not limited to: Prepare financial planning packs Maintain client records in keeping with current processes so that they are kept up to date with all related correspondence uploaded to appropriate systems Ensure 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 manager Adopt new technology and ways of working but feeding back where a process could be developed or improved Processing work in a timely manner Maintain and update my talent development record Cover reception when needed Skills and Experience required to be considered for this Financial Planning Administrator position: Minimum 4-5 years admin and secretarial ex... Permanent