Job Description
We are pleased to be working on behalf of a fantastic company who are looking to bring on board a Senior IFA Financial Administrator to join their reputable company based in Ipswich.
Key Responsibilities:
* Providing administrative support to the Financial Services team to ensure deadlines are met.
* Providing comprehensive pre and post-meeting support for the Advisers.
* Ensure full assistance with the preparation of valuation reports and documentation in readiness for client meetings.
* Liaising with clients, providers and third parties.
* Drafting Suitability Reports.
* Create and maintain records and databases with client, financial and other data.
* Communicate with clients and insurance companies via telephone, email and post.
* Gathering, reviewing and interpretation of information.
* Attend client and /or insurer meetings as and when required.
* Ensure that any client complaints are referred immediately to the Managing Director and Training and Compliance Officer.
* Ensuring timely adherence to any regular submission requirements.
* Managing enrolments and ensuring clients are compliant with current Auto Enrolment Legislation.
* Updating and keeping employee records.
* Managing renewal and ongoing maintenance of Group Risk Schemes.
Skills & Experience Required:
* Undertaking RO qualifications
* Knowledge and experience in drafting suitability letters
* Experience within the IFA industry
* Proven experience as a Financial Services Administrator, preferably with exposure to supporting Financial Advisers in a technical administration capacity for a min 12m period.
* Knowledge across investments, pensions and protection/life cover with any tax or trust exposure a significant bonus.
Benefits:
* 25 days holiday + bank holidays
* Funded qualifications and study leave
* Pension contribution
* Group income protection scheme
* Private medical insurance