Senior Administrator

An exciting opportunity has arisen for an experienced Administrator to join a growing and friendly financial planning firm based in Bury St Edmunds. The successful candidate will play a key part in supporting primarily, the firm principal and subsequently financial advisers, managing client reviews, preparing meeting documentation, and ensuring smooth post-meeting processes. It’s a varied and rewarding role, offering scope for progression and professional development. Key Responsibilities: * Organise and schedule client reviews. * Ongoing administration of existing arrangements – pensions, investments and trusts. * Prepare pre-meeting documents including portfolio valuations and compliance checks. * Gathering information, dealing with and directing enquiries as appropriate. * Organisation of client information * Draft and produce client reports following meetings. * Process fund switches and implement adviser recommendations. * Deliver general administrative and client servicing support. * Liaise with 3rd party platform providers and pension providers. * General office tasks and organisation of the office. What they are seeking: * Experience within the financial services or commercial sectors as an administrator. * Proactive, organised and efficient with an eye for detail. * Excellent communicator, both written and verbal. * Set own goals and want to deliver agreed targets. * Tactful, trustworthy, diplomatic and able to maintain confidentiality at all times. * Comfortable working on their own and as part of a team, setting and maintaining personal goals, directing workflow and managing often conflicting deadlines. * Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook) * Awareness of the regulatory framework and its application to a Financial Planning firm. What’s on Offer: * Salary up to £30,000 (pro-rata depending on experience) * 25 days holiday + bank holidays, plus your birthday off * Auto-enrolment pension * Opportunities for career development and progression * Friendly, sociable team environment * Hybrid working: Mainly office-based with the potential for 1 day a week from home Hours: 4 days a week, 9am-5pm (days to be discussed) Location: Bury St Edmunds, Suffolk This is a fantastic role for someone who enjoys working in a professional yet relaxed environment and is keen to grow within a supportive team