https://jobs.co.uk/job/senior-experienced-financial-planning-administrator-service-service-employment-agency-limited--21a28e65-7c26-4517-b12f-8e29f83ac9e7 RSS feed for Senior Experienced Financial Planning Administrator at Service Service Employment Agency Limited. en-gb Wed, 15 Jul 2026 17:50:07 GMT https://jobs.co.uk/job/senior-experienced-financial-planning-administrator-service-service-employment-agency-limited--21a28e65-7c26-4517-b12f-8e29f83ac9e7 https://jobs.co.uk/job/senior-experienced-financial-planning-administrator-service-service-employment-agency-limited--21a28e65-7c26-4517-b12f-8e29f83ac9e7 Wed, 15 Jul 2026 11:53:00 GMT Location: Bury St. Edmunds | Salary: 30000.00-30000.00 Annual | Type: Permanent | My client is a boutique advice practice based on the outskirts of Bury St. Edmunds.My client is currently looking for an experienced administrator to join their existing team of financial planning support professionals, who support their advisers. Job Specification:You will take phone calls in a professional and courteous manner and deal with a range of enquiries or transfer to another member of staff where appropriateYou will maintain up to date records of vital communication with providers and clientsYou will deal with queries on existing business on behalf of advisers or clientsYou will manage the daily incoming post for advisers, ensuring copies are backed up and relevant information is added to my clients back office systemYou will correspond directly with clients to make/adjust appointments and manage adviser''s diariesYou will prepare client files including proposition documents, anti-money laundering evidence and agency transfer formsYou will generate detailed and accurate material for review meetings, including portfolio reports, investment analysis and Dynamic Planner reportsYou will complete post client review tasks, including outcome letters, instructing transactions an... Permanent