About

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 Senior Financial Planning Administrator 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 progression is encouraged it is not a prerequisite of the role and those happy within the role are equally attractive in their consideration). Purpose of role To undertake a senior lead support role to the Financial Planners and Directors to ensure clients receive a consistent, high level of service and support To coach and develop team members to ensure delivery of a high-quality service to clients To ensure that client records are up to date and that internal systems and processes are followed consistently by all team members Key responsibilities Generate and compile documents to create accurate client review packs and check packs where appropriate Deliver a proactive high-quality support service to Financial Planners and Directors, assisting with urgent and technical problem solving where necessary Ensure all client correspondence is clear and accurate, arranging completion of policy analysis, liaising with providers and then the Financial Planner, retaining a full audit history of information provided Keep Financial Planners and team members up to date with progress and manage any issues that may arise, escalating any concerns or complaints as necessary. Hold weekly review meetings with Financial Planners to discuss priorities and any issues arising Prepare for, and attend, client meetings to support