Back to search
Opus People Solutions are looking for a Senior Financial Services Administrator to competently provide administrative support to an independant financial advisor firm in Ipswich.
Duties & Responsibilities :
- Comply at all times with the Compliance and Training and Competence Procedures.
- Comply at all times with the requirements of the Financial Services and Markets Act 2000, and the FCA Principles & Regulations.
- Ensure that clients are treated fairly and promptly.
- Providing administrative support to the Financial Services team to ensure deadlines are met.
- Providing comprehensive pre and post-meeting support for the Advisors.
- Ensure full assistance with the preparation of valuation reports and documentation in readiness for client meetings
- Liaising with clients, providers and third parties.
- Drafting Suitability Reports.
- Updating all relevant systems and ensuring correct completion of necessary documents.
- Create and maintain records and databases with client, financial and other data.
- Attend client and /or insurer meetings as and when required.
- Drafting Corporate Suitability Reports.
- Ensuring timely adherence to any regular submission requirements i.e. monthly pension scheme submissions.
- Managing enrolments and ensuring clients are compliant with current Auto Enrolment Legislation.
- Updating and keeping employee records Managing renewal and ongoing maintenance of Group Risk Schemes.
If you have proven experience as a Financial Services Administrator, preferably with exposure to supporting Financial Advisers in a technical administration capacity for a min 12m period please apply now!
