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A leading Independent Financial Advisors with offices in Ipswich and Colchester are 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.
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:
- Must have experience working in an IFA firm or Wealth Management 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
