Posted by Opus People Solutions • £25K/yr to £35K/yr
We are seeking a dedicated and detail-oriented individual to join our clients team as Financial Planning Administrative Support.
In this role, you will provide essential administrative support to Financial Planners and Directors, ensuring they have timely and accurate information for client meetings.
You'll play a key role in maintaining client records, adhering to internal processes, and contributing to the development of junior team members.
Posted by TIME Appointments Ltd • £24K/yr to £26K/yr
We are pleased to be working on behalf of a company based in Bury St Edmunds who are looking for an Administrator to join their team.
The successful candidate will work closely with the planning, engineering and administrative teams to ensure compliance and support for the smooth execution of the department.
You will be highly organised, with strong communication and data management skills.
Posted by Service Service Employment Agency Limited • £26K/yr to £28K/yr
This is a great opportunity for an experienced FS Administrator to join my clients Financial Planning team in their Bury St. Edmunds office (outskirts).
This role will require the initial months training to take place in my clients Norwich office.
My client is a renowned financial planning firm with offices in Norfolk and Suffolk; with one of the largest teams in the local area, their clients are at the forefront of their daily priorities, with over half a billion of client funds under their steadfast supervision.
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
General
We are currently recruiting for a highly regarded Financial Planning practice in Bury St Edmunds who are looking to recruit a Financial Planning Support Administrator.
Purpose of role
To provide administrative support to Financial Planners and Directors, to ensure that they have timely and accurate information in readiness for client meetings.
To ensure that client records are up to date and that internal systems and processes are followed.