Ipswich 01473 252666 | Colchester 01206 580060 | Bury St Edmunds 01284 330056 | Chelmsford 01245 200770 | Norwich 01603 510800

Financial Administrator

Financial Administrator

in Administration Permanent
  • Ipswich
  • V/12976
  • Negotiable
  • Share this job

Job Description

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!

 

(V/12976)

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

Join our team today
We are seeking exceptional individuals. Send us your CV and we will be in touch as soon as possible!

    Please upload a CV which is under 2MB and either a PDF or Word doc.

    Join our team today
    We are seeking exceptional individuals. Send us your CV and we will be in touch as soon as possible!

      Please upload a CV which is under 2MB and either a PDF or Word doc.

      Privacy Preference Center