My client is a boutique advice practice based on the outskirts of Bury St. Edmunds.My client is currently looking for an experienced administrator to join their existing team of financial planning support professionals, who support their advisers. Job Specification:You will take phone calls in a professional and courteous manner and deal with a range of enquiries or transfer to another member of staff where appropriateYou will maintain up to date records of vital communication with providers and clientsYou will deal with queries on existing business on behalf of advisers or clientsYou will manage the daily incoming post for advisers, ensuring copies are backed up and relevant information is added to my clients back office systemYou will correspond directly with clients to make/adjust appointments and manage adviser''s diariesYou will prepare client files including proposition documents, anti-money laundering evidence and agency transfer formsYou will generate detailed and accurate material for review meetings, including portfolio reports, investment analysis and Dynamic Planner reportsYou will complete post client review tasks, including outcome letters, instructing transactions and ensure all regulatory requirements have been metYou will provide a high standard of record keeping ensuring all cases are fully compliant and centralised company registers are updatedYou will process new business, liaising closely between the advisers and providers and ensuring that all ..... full job details .....