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Financial Services Administrator

Financial Services Administrator

in Finance , in Office , in Administration Permanent
  • Ipswich
  • V/12806
  • £23,000 - £30,000
  • Share this job

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 pride themselves on providing a dedicated and trusted service to their clients.

 

The successful candidate will be fully responsible for providing efficient, compliant and comprehensive technical, 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 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 deal
  • 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):

  • Health & wellbeing programme
  • Company events
  • Additional leave
  • Company pension
  • Enhanced maternity and paternity leave
  • Cycle to work scheme
  • Life insurance
  • Paid volunteer time
  • Referral programme
  • Hybrid working upon successful completion of a probationary period

 

(V/12806)

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.

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