Financial Planner

Financial Planner Private Client

• Location: Bury St Edmunds
• Job Type: Full-time
• Salary: DOE

We are seeking a dedicated Financial Planner Support Administrator to provide high-quality administrative support to our Financial Planners and Directors. This role is crucial in ensuring that all client interactions are prepared with timely and accurate information, maintaining impeccable client records, and supporting the development of junior team members.

Day-to-Day Responsibilities:

• Produce and compile accurate client review packs and ensure all client records are maintained with a clear audit trail.
• Liaise with providers and third parties to deliver timely and accurate information for client meetings.
• Prepare for and attend client meetings, delivering relevant sections as required and with line manager approval.
• Conduct pre- and post-meeting reviews, delegate tasks to support staff, issue meeting notes within two weeks, and ensure all actions are completed.
• Develop junior team members by enabling them to undertake supportive tasks that enhance client service.
• Complete due diligence for all new business, generate platform calculator costings, and raise queries as needed.
• Produce template suitability letters and ensure all client instructions are processed using the correct advice flows and checklists.
• Maintain and update your talent development record within the Beckett Academy App.
• Participate in projects and undertake specific tasks to support your ongoing development.

Required Skills & Qualifications:

• Progressing towards or holding a Diploma in Financial Planning (Level 4 desirable).
• Proven experience providing administrative support within financial services.
• Strong knowledge of pensions, investments, and mandatory compliance training.
• Exceptional attention to detail, strong computer and data management skills, and an analytical mindset.
• Excellent organisational, prioritisation, and time management skills.
• Strong team player with effective relationship-building, communication, and interpersonal skills.
• Ability to work proactively, independently, and raise issues or errors appropriately.

Benefits:

• Competitive salary and benefits package.
• Opportunities for professional development and progression within the company.
• Supportive and collaborative work environment.
• Access to training and development programs.

To apply for the Financial Planner Support Administrator position, please submit your CV and a cover letter detailing your relevant experience and qualifications