Financial AdministratorLocation: Bury St Edmunds Job Type: Full-timeSalary: £28,000pa DOEWe are seeking a dedicated Administrative Support professional to join our team. This role is crucial for providing administrative support to Private Client Financial Planners and Directors, ensuring the timely preparation of review packs and the accurate delivery of information. The successful candidate will also support the wider department and help train and develop new team members.Day-to-day of the role:Client Administration:Maintain up-to-date client records in line with internal processes, ensuring all correspondence is uploaded and correctly indexed.Save and name documents accurately; ensure all client work is logged using AF tasks with a clear audit trail.Identify and escalate any client records that are incomplete or not sufficiently updated.Team Support and Communication:Obtain information, respond to queries, and liaise with third parties to ensure high-quality client service.Keep Financial Planners and clients updated on progress, raising concerns or complaints to the manager promptly.Support, train, and develop new team members to ensure consistency and efficiency.Process and Workflow Management:Embrace new technology and working methods, providing feedback to improve processes where appropriate.Prioritise and process work efficiently across tasks, emails, post, reviews, and phone calls.Maintain and update personal development records within the Beckett Academy App, ensuring