Financial Services Administrator

We 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