Financial Administrator

Time Appointments 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!