Time Appointments are recruiting for a Financial Administrator on behalf of a prestigious company based in Ipswich. The successful application will provide efficient administrative support to the financial planners, wealth planners, paraplanners and the technical support team. Key Duties: Routine administrative tasks such as filing, photocopying, collating information, composing letters and emails. Team administration and compliance regarding client service issues. Liaise with 'product providers’ to obtain all necessary information on client’s existing arrangements and implementation of new business. Open wealth planning post and action immediately. Prepare letters of authority and letters appointment as requested by Wealth Planning team members. Filing - maintain up to date and accurate client records electronically. Obtain product research, information and new business illustrations as requested by Wealth Planning team members. Prepare paperwork required by wealth planning team members for meetings, business submission and processing new business applications. Liaise with providers regarding commission and fee payments. Previous Skills & Experience: Good standard of education, including English and Maths. Prior experience working with Financial Services is desirable. Strong administrative experience. Good working knowledge of Microsoft Office. A keen interest in Financial Planning or Financial Services is advantageous but not essential. If you like the idea of working for a reputable company, who will support your growth and development - this could be the perfect role for you