Financial Planning Administrator - Flexible Home Working

Posted 1 day 2 hours ago by Churchgates Ltd

Permanent
Full Time
Other
Suffolk, Bury St. Edmunds, United Kingdom, IP295
Job Description
A financial planning firm is looking for a Financial Planning Administrator in Bury St Edmunds. This role involves supporting Financial Planning Advisers by handling day-to-day administration tasks, maintaining client records, and assisting in client onboarding. The ideal candidate should possess excellent organisational and interpersonal skills, with a keen eye for detail. Training is provided, and the position includes a competitive salary and various employee benefits including flexible working arrangements and health insurance.