Financial Administrator - Bury St Edmunds

Our clients, a well-known Financial practice in the East Anglia area, are looking to recruit a Financial Administrator to join their team, working in a support role to the financial planners or employee benefits team.

Working Hours:

• Full Time
• Hybrid working of 3 days in the office, 2 at home after the training period.

The successful Financial Administrator will be offered:

• £28,000 - £35,000
• Extra days off for Christmas and your birthday.
• Life and Income Protection
• Cash plan
• Profile-share after 1 year at the company
• In-house training and professional qualifications paid

Financial Administrator requirements:

• 1 -2 years’ experience within a similar role
• Ability to work as part of a wider team, as well as, individually
• Strong communication skills; both written and verbal
• Highly organised and self-driven individual

Responsibilities for the role of Financial Administrator:

• Manage employee benefits schemes, ensuring timely processing, renewals, and market reviews.
• Provide administrative support, prepare compliance documents, and maintain accurate client records.
• Organise and follow up on client pre-renewal meetings, liaising with clients and insurers as needed.
• Assist consultants with reports, presentations, and policy documentation.
• Support Employee Assistance Programme implementation and ensure contractual obligations are met.
• Train junior team members and lead projects to streamline processes, templates, and workflows.