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.
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