Financial Services Administrator

Permanent in Administration

Jobs

  • Reference V/13394

Job Description

We are delighted to be recruiting for a prestigious Financial Services client in Norwich who are looking to appoint an Administrator to their team.

 

This position entails working closely with a specified adviser providing one to one support on all aspects of business processing including: new business applications, withdrawal of funds, fund switches, administration of existing plans, providing client valuations and review letters.

 

Previous Skills & Experience:

  • Previous experience in administration processes within an IFA practice.
  • Experience of Intelliflo and Transact – desirable.
  • Knowledge of products and procedures.
  • Administration of pensions including drawdown and FAD, investments including WRAPs.
  • Articulate, good communication and organizational skills.
  • Ability to work within established team structure.
  • Ability to prioritise workload and perform to a high standard in a deadline-based environment.
  • Attention to detail.

 

Benefits:

  • Free car parking.
  • Group DIS.
  • Discount scheme and pension following successful completion of probationary period.

 

Holiday: 25 days per annum plus bank holidays (Discretionary time off at Christmas/New Year)

Hours: Monday to Friday 9am- 5pm

 

(V/13394)

Time Appointments situated at 6-8 Museum Street, Ipswich, is recognised as a market leading recruitment consultancy in the East of England.

Providing quality recruitment solutions and successfully placing outstanding candidates into permanent Insurance, Sales, Office, Finance, Shipping & Logistics, Legal and IT roles since 2006.

Get in touch

Time Appointments
2nd Floor
6-8 Museum Street
Ipswich, Suffolk
IP1 1HT

01473 252666

enquiry@timeappointments.co.uk

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