Senior Experienced Financial Planning Administrator

  • Service Service Employment Agency Limited
  • Bury St. Edmunds, Suffolk
  • Oct 08, 2025
Full time Banking Finance

Job Description

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 appropriate

You will maintain up to date records of vital communication with providers and clients

You will deal with queries on existing business on behalf of advisers or clients

You will manage the daily incoming post for advisers, ensuring copies are backed up and relevant information is added to my clients back office system

You will correspond directly with clients to make/adjust appointments and manage adviser's diaries

You will prepare client files including proposition documents, anti-money laundering evidence and agency transfer forms

You will generate detailed and accurate material for review meetings, including portfolio reports, investment analysis and Dynamic Planner reports

You will complete post client review tasks, including outcome letters, instructing transactions and ensure all regulatory requirements have been met

You will provide a high standard of record keeping ensuring all cases are fully compliant and centralised company registers are updated

You will process new business, liaising closely between the advisers and providers and ensuring that all compliance requirements are met

You will run quotes on a range of platforms and across various products

You will compile reports for existing business and new cases

You will maintain a high standard of organisation, including emails, back-office systems, company spreadsheets and shared folders.

Key Skills:

  • Compliance & regulatory adherence
  • Accurate record-keeping & case management
  • Portfolio reporting & investment analysis
  • New business processing & provider liaison
  • Financial product knowledge & quoting systems
  • Client communication & relationship management
  • Professional telephone & written correspondence
  • Great organisation & time management
  • IT proficiency (back-office systems, spreadsheets, platforms)
  • Problem-solving & query resolution
  • Team collaboration & workflow coordination

Benefits:

22 days holiday plus bank holiday (office closed at Christmas) - holiday allowance increases with service

Death in Service life cover policy

PMI

Private Pensions Scheme

9:00 -17:30 office hours (with some flex and hybrid working)

Professional qualifications supported and paid for

A progressive firm who promote from within