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Job Category:
Finance
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Job Reference:
73de7a3adfce
Job Views:
27
Posted:
21.03.2025
Expiry Date:
05.05.2025
Job Description:
A leading Independent Financial Advisors based in Ipswich is currently seeking to recruit a professional Financial Services Administrator to support their team. This is a fantastic opportunity to join a company that prides itself on providing a dedicated and trusted service to their clients.
The successful candidate will be fully responsible for providing efficient, compliant, and comprehensive technical and administrative support to the firm’s Financial Consultants. Key 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 the 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:
* 2 years minimum IFA Administration experience
* Driven, with a ‘can-do’ attitude
* A high degree of accuracy and attention to detail
* 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):
* Company events
* Additional leave
* Company pension
* Enhanced maternity and paternity leave
* Cycle to work scheme
* Life insurance
* Referral programme
* Hybrid working upon successful completion of a probationary period
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