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We are proud to be working on behalf of one of Ipswich’s leading Independent Financial Advisor’s, who are currently seeking to recruit an experienced Senior Financial Services Administrator.
The successful candidate will be rewarded with a competitive salary and the opportunity for further qualifications to develop their knowledge and understanding.
Skills & Experience Required:
- Proven experience as a Financial Services Administrator, with exposure to supporting Financial Advisor’s in a technical administration capacity
- Considerable knowledge of investments, pensions, and protection/life cover
- Immaculate communication skills, written and verbal
- Excellent literacy and numeracy skills and the ability to draft letters and communicate complex matters with clients
- Excellent organisational and planning skills with the ability to prioritise workloads
Duties & Responsibilities:
- Drafting suitability reports
- Researching portfolios and funds, keeping abreast of market movements, trends etc.
- Ensuring correct completion of all necessary documents
- Keeping up to date with legislation, taxation & trusts, regulation, technical, product and provider changes.
- Dealing with pension queries
- Providing effective and efficient support to Financial Advisors and senior staff
- Processing applications and servicing matters, communicating with providers, clients, and professional parties such as accountants and solicitors
(VR/12947)
