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Financial Administrator

Financial Administrator

in Finance Permanent
  • Ipswich
  • V/10233
  • £20,000 - £25,000
  • Share this job

Job Description

We are working with a highly successful IFA firm based in Ipswich who have an exciting opportunity for a skilled IFA Administrator to join their business.

 

The role requires you to have recent experience of working within an IFA or similar environment where you are currently providing support to senior financial management.

 

Key Responsibilities;

  • Administration of pensions, property purchases, rentals and sales, insurance company bonds, general investment accounts and ISA’s
  • Assist the financial planners with pre meetings / pre-contract preparation including research into clients existing arrangements
  • Assist with both new business application forms, proposals and supporting documentation and activities with existing clients such as fund switches, withdrawals and assignments of polices.
  • Provide support with the development and maintenance of the standard operating systems of the firm including general day to day office administration.

 

Skills & Experience Required;

  • Previous experience within an IFA practice is preferred but not essential
  • Experience of multiple sector specific online platforms and back office systems
  • IT literate, polite, confident, and proud of your work, with outstanding communication and interpretation skills via computer and telephone
  • Excellent analytical skills with a preference for working in a structured manner

(V/10233)

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 to; Suffolk, Essex, Norfolk, Cambridgeshire, and London.

Successfully placing outstanding candidates into permanent Insurance, Sales, Office, Finance, Shipping & Logistics, Legal and IT roles since 2006. Time also offers Temporary and Contract opportunities.

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.

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