Financial Planning Administrator

Pure Resourcing Solutions; England; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services organization in Bury St Edmunds is seeking a qualified Financial Planning Administrator. The successful candidate will provide essential administrative support to financial planners and directors while maintaining client records and developing junior team members. This hybrid role offers a competitive salary and excellent benefits.

Qualifications

• Progressing toward a Diploma in Financial Planning.
• Experience providing financial services administrative support.
• Strong background in compliance.

Responsibilities

• Provide administrative support to Financial Planners and Directors.
• Maintain up-to-date client records.
• Support and develop junior team members.

Skills

Administrative Support

Compliance

Knowledge of Pensions

Knowledge of Investments

Education

Diploma in Financial Planning

Job description

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Client:

Pure Resourcing Solutions

Location:

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

83d85e6239c3

Job Views:

2

Posted:

02.06.2025

Expiry Date:

17.07.2025

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Job Description:

Our client is an award-winning financial services organisation based in Bury St Edmunds. They are looking to recruit a qualified and experienced Financial Planning Administrator. The successful candidate will receive a competitive salary, great benefits, and hybrid working.

The main responsibilities include:

• Providing administrative support to Financial Planners and Directors, ensuring timely and accurate information for client meetings.
• Maintaining up-to-date client records and following internal systems and processes.
• Supporting and developing junior team members to enhance their efficiency and effectiveness.

Candidates should have:

• Progression towards the Diploma in Financial Planning.
• Knowledge of providing accurate and timely financial services administrative support.
• A strong background in compliance.
• Knowledge of pensions and investments.

This role suits someone with experience in a similar position, either as a Trainee Paraplanner or a senior support person in a similar environment.

Apply now for more information.