At a Glance
- Tasks: Provide top-notch admin and compliance support to clients and financial advisers.
- Company: Renowned financial planning firm with a strong local presence.
- Benefits: Competitive salary, training opportunities, and supportive team environment.
- Other info: Dynamic role with potential for career advancement in a thriving industry.
- Why this job: Join a leading firm and make a difference in clients' financial journeys.
- Qualifications: Experience in financial services administration and strong communication skills.
The predicted salary is between 27000 - 33000 £ per year.
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.
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.
As an experienced administrator you will be focused on providing excellent administration and compliance support to Clients, Advisers, Managers and Director’s.
Job Responsibilities To ensure all administration is undertaken to the highest standard and conducted in accordance with the firm’s procedures, service standards and the requirements of the FCA.
You will be responsible for managing your own work activity and will be in frequent discussion with your immediate Supervisor.
You will input accurate and up to date information on internal/external software packages and provider websites.
You will work respectfully and professionally with other members of your team and offer work support when capacity allows.
To ensure that all communications with clients, including correspondence, meetings, and telephone calls, are dealt with prompt...
Financial Services Administrator (experienced) in Suffolk employer: Service Service Employment Agency Limited Careers
Join a supportive and close-knit team at a local insurance broker in Norwich, where your contributions will be valued and rewarded. With a competitive salary, monthly bonuses, and generous holiday allowances that increase with service, this role offers not just a job but a pathway for personal and professional growth. Enjoy the flexibility of hybrid working after training, alongside comprehensive benefits including a BUPA cash plan and free parking, making it an excellent choice for those seeking a fulfilling career in customer service.
Contact Details:
Service Service Employment Agency Limited Careers Recruitment Team
