Financial Services Administrator

Jobs

Reference V/13098

Job Description

A leading Independent Financial Advisors with offices in Ipswich and Colchester are 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.

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:

Must have experience working in an IFA firm or Wealth Management 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)

Benefits Include (subject to eligibility):

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

(V/13098)