Service Service Employment Agency Limited is representing a boutique financial advice practice on the outskirts of Bury St. Edmunds, seeking an organised administrator to handle client enquiries, maintain records, and support advisers.
Responsibilities include handling new business, AML documentation, diary management, and producing portfolio reports. Hybrid working, 9:00–17:30, and support for professional qualifications are offered.
#J-18808-LjbffrHybrid Financial Planning Admin & Compliance Specialist employer: Service Service Employment Agency Limited
As an Investment Support Specialist at this Independent Financial Advice Practice, you will be part of a dedicated team that values client relationships and professional growth. With a strong emphasis on operational efficiency and compliance, the company fosters a supportive work culture where employees are encouraged to develop their skills and advance their careers. Located in the picturesque East Anglia region, this role offers a unique opportunity to contribute to a personable collective while enjoying the benefits of a well-established firm with a billion in funds under management.
Contact Details:
Service Service Employment Agency Limited Recruitment Team
