Are you an experienced financial planning administrator, looking for a Senior IFA Administrator in Ipswich with hybrid working?
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Adviser.
Duties for this role will include:
* Processing new business including fund switches, pension transfers, top ups and income payments.
* Keeping client records up to date.
* Booking annual review meetings
* Preparing letters of authority
* Preparing meeting packs for client reviews.
* Sutability reports
* Onboarding new clients, setting up records and completing GDPR & AML requirements.
* Dealing with client queries
The candidate:
* Good working knowledge of Microsoft Office & Outlook
* Relevant experience within an IFA environment
* Experience with Curo would be good
* Able to manage their own workload
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
Hybrid working can be offered with this role from ...