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Financial Services Administrat...
Time AppointmentsIpswich, GB30+ days ago
Job type
- Permanent
Job description2 years minimum IFA Administration experience Driven, with a ‘can-do’ attitude A high degree of accuracy and attention to deal Excellent organisational and planning skills with the ability to prioritise workloads Strong IT skills, including the use of MS Word, Excel & Outlook GCSE passes at grades B / Level 6 or above in English or Maths (or the equivalent) Health & wellbeing programme Company events Additional leave Company pension Enhanced maternity and paternity leave Cycle to work scheme Life insurance Paid volunteer time Referral programme Hybrid working upon successful completion of a probationary period
A leading Independent Financial Advisors based in Ipswich is currently seeking to recruit a professional Financial Services Administrator to support their team. This is a fantastic opportunity to join a company that pride themselves on providing a dedicated and trusted service to their clients.
The successful candidate will be fully responsible for providing efficient, compliant and comprehensive technical, administrative support to the firm’s Financial Consultants. Key Duties & Responsibilities Include :
- Processing premium payments
- Answering the telephone, note and message taking, dealing with enquiries
- Creating new files.
- Maintaining accurate client and policy records through client management systems and associated IT solutions
- Liaising with third parties to obtain client valuations.
- Preparing illustrations for products, ready for advice team to present at client meetings.
- With the assistance of the financial advice team, prepare suitability reports, confirming advice and financial solutions to the customer
- Liaising with product providers and head office to maintain up to date product knowledge.
- Ensuring that all compliance procedures are adhered to
Skills & Experience Required :
Benefits Include (subject to eligibility) :
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Financial Service • Ipswich, GB