Financial Services Administrator

Financial Administrator

• Location: Bury St Edmunds
• Job Type: Full-time
• Salary: £28,000pa DOE

We are seeking a dedicated Administrative Support professional to join our team. This role is crucial for providing administrative support to Private Client Financial Planners and Directors, ensuring the timely preparation of review packs and the accurate delivery of information. The successful candidate will also support the wider department and help train and develop new team members.

Day-to-day of the role:

• Client Administration:

  • Maintain up-to-date client records in line with internal processes, ensuring all correspondence is uploaded and correctly indexed.
  • Save and name documents accurately; ensure all client work is logged using AF tasks with a clear audit trail.
  • Identify and escalate any client records that are incomplete or not sufficiently updated.

• Team Support & Communication:

  • Obtain information, respond to queries, and liaise with third parties to ensure high-quality client service.
  • Keep Financial Planners and clients updated on progress, raising concerns or complaints to the manager promptly.
  • Support, train, and develop new team members to ensure consistency and efficiency.

• Process & Workflow Management:

  • Embrace new technology and working methods, providing feedback to improve processes where appropriate.
  • Prioritise and process work efficiently across tasks, emails, post, reviews, and phone calls.
  • Maintain and update personal development records within the Beckett Academy App, ensuring objectives and training impact are recorded.

• Reception Cover:

  • Provide reception cover during staff holidays, sickness, lunch breaks, or other absences, completing all required reception duties.

• Pre-Financial Planner Meeting Responsibilities:

  • Circulate monthly updates on reviews due and overdue.
  • Prepare Financial Planner (FP) packs based on FP Outlook meeting invites, allowing one week for team review.
  • Generate and update the Advice Flow to track activity.
  • Identify any additional meeting requirements from the Outlook task.

Required Skills & Qualifications:

• Strong administrative or secretarial experience.
• Good understanding of Becketts' systems and Private Client processes.
• Proficient in IO and understanding of PC team operations.
• Excellent attention to detail and accuracy.
• Strong computer literacy and data management skills.
• Analytical thinking, good organisational and prioritisation skills.
• Effective time management.
• Strong team-working and relationship-building ability.
• Clear written and verbal communication.
• Ability to follow processes and procedures.

How to apply:

To apply for this Administrative Support position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this position.