Senior Financial Services Administrator (20814) Ipswich, England
Salary: GBP28000 - GBP35000 per annum
Opus People Solutions are looking for a Senior Financial Services Administrator to competently provide administrative support to an independent financial advisor firm in Ipswich.
Duties & Responsibilities:
* Comply at all times with the Compliance and Training and Competence Procedures.
* Comply at all times with the requirements of the Financial Services and Markets Act 2000, and the FCA Principles & Regulations.
* Ensure that clients are treated fairly and promptly.
* Providing administrative support to the Financial Services team to ensure deadlines are met.
* Providing comprehensive pre and post-meeting support for the Advisors.
* 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.
* Updating all relevant systems and ensuring correct completion of necessary documents.
* Create and maintain records and databases with client, financial and other data.
* Attend client and/or insurer meetings as and when required.
* Drafting Corporate Suitability Reports.
* Ensuring timely adherence to any regular submission requirements i.e. monthly pension scheme submissions.
* 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.
If you have proven experience as a Financial Services Administrator, preferably with exposure to supporting Financial Advisers in a technical administration capacity for a minimum of 12 months, please apply now!
Name: Please include your first and last name.
Email: Please include your email address.
Phone: Please include your country code.
CV / Resume: Yes, I am currently eligible to work (work permit/visa/citizenship) in the country to which I am applying. No, I am not currently eligible to work (work permit/visa/citizenship) in the country to which I am applying.
Thank you for submitting your application.
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