Back to search
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!
