Are you looking to take a step into the world of Financial Services and professional administration and support.

My client is an award-winning advice firm with offices in Norfolk and Suffolk, they have been established for over 35 years. Their Bury St. Edmunds based team are looking for a Financial Planning administration experienced candidate to join their team of successful administration professionals. The successful candidate will benefit from a market leading salary and benefits package and importantly the opportunity to progress in their career with support both personally and financially, in addition all professional exam costs are met, and study is supported.

Whilst this is an opportunity to join the Financial Services sector suitable candidates must have spent ideally a minimum of two years working in a compatible professional administration role with transferable skills.

Role Purpose

To provide administrative support to the private client team, to ensure that they have timely and accurate information

To ensure that client records are kept fully up to date with all related correspondence uploaded and correct indexing to appropriate systems

Key responsibilities

• You will input fact find details onto Intelligent Office
• You will undertake scanning and ensure information is saved in the right place
• You will collate information and prepare client review meeting packs
• You will input and analyse completed risk profile questionnaires
• You will undertake post review work in accordance with the checklist
• You will liaise with the team regarding reviews that are due each month and keep opportunities up to date
• You will complete anti money laundering checks via Smart Search for individuals and companies house for corporate clients
• You will generate policy information request letters for letters of authority and change of agency and send to providers. Set up the event list and analysis sheet
• You will complete policy analysis
• You will provide general administrative support to private client team members e.g. post
• You will maintain and update my talent development record, via the Beckett Academy App, ensuring my objectives are up to date and impact of any training is recorded

Essential Skills

Attention to detail/accuracy

Computer literate and data management

Analytical

Good organisational and prioritisation skills

Time management

Team working

Ability to build and maintain relationships

Communication – written and verbal

Ability to identify and raise any issues or errors

Ability to follow rules and procedures

Desirable Skills

Progress towards the Diploma in Financial Planning

Providing accurate and timely administrative support

Knowledge of pensions and investments

Mentoring

Ability to work pro-actively and on own initiative

Creativity and innovation

Personal attributes

Behaving in a professional manner

Trust and integrity

Curiosity and willingness to learn and improve

Willing to help and support the wider Becketts team e.g. covering reception/IT queries

Development

All professional exams paid for

Personal study plans for CII professional qualifications

Paid study leave

Study books and resources paid for

Benefits

29 days holiday + office closed between Christmas and New Year + Birthday off

5% pension contribution

Flexible working

Hybrid working (after 1 year)

Profit Share

Social events

Free parking

Free drinks/fruit

Cycle to work

Length of service recognition

Discounted legal services

Life cover and income protection

Healthcare cash plan

Private health care scheme