Financial Services Administrator

Our client, a Financial Service specialist based in Lowestoft, are currently recruiting for a personable individual to join their thriving team as a Financial Services Administrator.

• Ensuring client records are up to date and that internal systems and processes are followed
• Generating and compiling documents to create accurate client review packs.
• Liaising with clients, dealing with queries and servicing requirements.
• Collating documents, drafting suitability letters and increment letters.
• Preparing and rolling out monthly account payments
• Ensuring the company adheres to industry-specific financial rules and regulations

• Previous experience in administration processes within an IFA practice.
• Ability to prioritise workload and perform to a high standard in a deadline-based environment.
• Ability to work well in a team as well as be able to work under own initiative
• Strong communication skills, both written and verbal