An exciting opportunity has arisen for an experienced Administrator to join a growing and friendly financial planning firm based in Bury St Edmunds. The successful candidate will play a key part in supporting primarily, the firm principal and subsequently financial advisers, managing client reviews, preparing meeting documentation, and ensuring smooth post-meeting processes. It’s a varied and rewarding role, offering scope for progression and professional development. Key Responsibilities: Organise and schedule client reviews. Ongoing administration of existing arrangements - pensions, investments and trusts. Prepare pre-meeting documents including portfolio valuations and compliance checks. Gathering information, dealing with and directing enquiries as appropriate. Organisation of client information Draft and produce client reports following meetings. Process fund switches and implement adviser recommendations. Deliver general administrative and client servicing support. Liaise with 3rd party platform providers and pension providers. General office tasks and organisation of the office. What they are seeking: Experience within the financial services or commercial sectors as an administrator. Proactive, organised and efficient with an eye for detail. Excellent communicator, both written and verbal. Set own goals and want to deliver agreed targets. Tactful, trustworthy, diplomatic and able to maintain confidentiality at all times. Comfortable working on their own and as part of a team, setting and maintaining personal goals, directing workflow and managing often conflicting deadlines. Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook) Awareness of the regulatory framework and its application to a Financial Planning firm. What’s on Offer: Salary up to £30,000 (pro-rata depending on experience) 25 days holiday bank holidays, plus your birthday off Auto-enrolment pension Opportunities for career development and progression Friendly, sociable team environment Hybrid working: Mainly office-based with the potential for 1 day a week from home Hours: 4 days a week, 9am-5pm (days to be discussed) Location: Bury St Edmunds, Suffolk This is a fantastic role for someone who enjoys working in a professional yet relaxed environment and is keen to grow within a supportive team.. Location : Bury St Edmunds, Suffolk