Salary - £25,000 - £30,000

Location - Sudbury

We are proudly assisting a Financial Planning firm recruit for an Administrator to join their team. Our client strives to provide a fair, professional and bespoke service in an increasingly commoditised world.

The Role:

Direct support for one or more Financial Adviser and collaboration with other colleagues to process new and existing business, while also providing full administrative support in accordance with Somerville Financial Services' administrative processes. This can include, but is not limited to Client Reviews, processing of new business, preparation of Compliance/Provider documentation, Fund Switches, obtaining fund values from Providers, answering client queries etc.

Some basic office tasks undertaken such as opening the post and scanning to the relevant colleagues will also be required.

Responsibilities:

• Deal with queries from clients and othe...